How big is Wealth Bridge Financial Group's plan?

Wealth Bridge Financial Group's plan reported $370K in assets and 5 participants for 2024.

Original filing (PDF)20250611122320NAL0045335698001

Wealth Bridge Financial Group

Name: Wealth Bridge Financial Group — Wealth Bridge, Form 5500 (2024)
Creator: Wealth Bridge Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Bridge Financial Group 401(k) Plan

401(k) retirement plan · Wealth Bridge Financial Group's Wealth Bridge Financial Group 401(k) Plan held $370K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$370K

Net assets (EOY)

$370K

People on this filing

Patrick Gallagher signed Wealth Bridge Financial Group's 2024 Form 5500 as plan administrator.

Patrick Gallagher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wealth Bridge Financial Group's EIN is 59-3086722.

EIN 59-3086722

Plan number 001

Plan year 2024

ACK ID 20250611122320NAL0045335698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealth Bridge Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Bridge Financial Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTH BRIDGE FINANCIAL GROUP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score