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Original filing (PDF)20251014082955NAL0003429568001
BRIDGEWAY BENEFIT TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
BRIDGEWAY BENEFIT TECHNOLOGIES, LLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
358
Accounts w/ balance
449
Plan assets (EOY)
$77.9M
Net assets (EOY)
$77.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIDGEWAY BENEFIT TECHNOLOGIES, LLC.
Plan sponsor
Name
BRIDGEWAY BENEFIT TECHNOLOGIES, LLC
EIN
52-1796473
Address
3700 KOPPERS STREET, SUITE 400 · BALTIMORE, MD · 21227
Phone
(410) 412-7569
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES,P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC | 52-1309931 | — | NONE | $86K | — |
| PRINCIPAL | 42-1312301 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
| THORNBURG | 85-0301299 | — | NONE | $0 | — |
| HARBOR CAPITAL | 04-2679462 | — | NONE | $0 | — |
| FIDELITY | 04-2547786 | — | NONE | $0 | — |
Investments
33 direct securities · 1 pooled fund· $77.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$76.5M
33 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 Fund | — | — | — | $8.9M | 11.4% | |
| Fidelity 500 Index Fund | — | — | — | $8.7M | 11.1% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $6.8M | 8.7% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $5.9M | 7.6% | |
| T. Rowe Price Blue Chip Growth Fund | — | — | — | $5.1M | 6.6% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $4.8M | 6.2% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $4.3M | 5.6% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $4.1M | 5.3% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $3.6M | 4.6% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $3.0M | 3.9% | |
| T. Rowe Price Growth Stock Fund | — | — | — | $2.7M | 3.5% | |
| T. Rowe Price Equity Income Fund | — | — | — | $1.8M | 2.4% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $1.8M | 2.3% | |
| T. Rowe Price U.S. Bond Index Fund | — | — | — | $1.6M | 2.0% | |
| T. Rowe Price Stable Value Fund | — | — | — | $1.4M | 1.8% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.8% | |
| T. Rowe Price Science & Technology Fund | — | — | — | $1.3M | 1.7% | |
| T. Rowe Price Small-Cap Value Fund | — | — | — | $1.3M | 1.7% | |
| Principal Mid-Cap S&P 400 Index I Fund | — | — | — | $1.1M | 1.5% | |
| T. Rowe Price New Horizons Fund | — | — | — | $1.1M | 1.4% | |
| T. Rowe Price Mid-Cap Value Fund | — | — | — | $920K | 1.2% | |
| T. Rowe Price Health Sciences Fund | — | — | — | $909K | 1.2% | |
| T. Rowe Price High Yield Fund | — | — | — | $822K | 1.1% | |
| T. Rowe Price Mid-Cap Growth Fund | — | — | — | $798K | 1.0% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $628K | 0.8% | |
| T. Rowe Price Spectrum Income Fund | — | — | — | $625K | 0.8% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $527K | 0.7% | |
| Thornburg International Growth Fund | — | — | — | $444K | 0.6% | |
| Harbor International Fund Institutional | — | — | — | $384K | 0.5% | |
| Participant Loans | — | — | — | $336K | 0.4% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $320K | 0.4% | |
| DFA U.S. Small Cap Portfolio I Fund | — | — | — | $247K | 0.3% | |
| T. Rowe Price Retirement Balanced Investor Fund | — | — | — | $44K | <0.1% | |
| U.S. Treasury Money Fund | — | — | — | $333 | <0.1% |