Original filing (PDF)20250609152715NAL0011099571004

NEWBRIDGE SECURITIES CORPORATION

Name: NEWBRIDGE SECURITIES CORPORATION — MY NEWBRIDGE SECURITIES CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: NEWBRIDGE SECURITIES CORPORATION

Form 5500-SF

FILING_RECEIVED

MY NEWBRIDGE SECURITIES CORPORATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWBRIDGE SECURITIES CORPORATION.

Plan sponsor

Name

NEWBRIDGE SECURITIES CORPORATION

EIN

54-1879031

Address

1200 NORTH FEDERAL HIGHWAY · SUITE 400 · BOCA RATON, FL · 33432

Phone

(954) 334-3450

Industry

Finance & Insurancesee 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

2025-06-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

EARLY MCCLINTIC & MCMILLAN, LLP

EARLY MCCLINTIC & MCMILLAN, LLP 401(K) PLAN

$6.8M · 8 participants

RAINMAKER, INC.

RAINMAKER, INC. 401K PROFIT SHARING PLAN

$6.9M · 52 participants

AFFINITY WEALTH MANAGEMENT LLC

AFFINITY WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

$6.9M · 11 participants

GORDON HASKETT CAPITAL CORP.

GORDON HASKETT CAPITAL CORP. PROFIT SHARING & SAVINGS PLAN

$6.7M · 6 participants

SCHULMERICH & ASSOCIATES

SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN