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Original filing (PDF)20251015112728NAL0002215779001
BRIDGEPOINT HEALTHCARE, LLC
Form 5500
FILING_RECEIVED
BRIDGEPOINT HEALTHCARE 401(K) PLAN
401(k) retirement plan
Signals · 1
~82 bps in Sched C fees
Active participants
819
Accounts w/ balance
416
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 82 bps in Schedule C fees — 57% above peer band of 52 bps.
- 51% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIDGEPOINT HEALTHCARE, LLC.
Plan sponsor
Name
BRIDGEPOINT HEALTHCARE, LLC
EIN
61-1737940
Address
2760 EISENHOWER AVE, SUITE 406 · ALEXANDRIA, VA · 22314
Phone
(202) 543-4800
Industry
Health Care & Social Assistancesee 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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLANNERS AND ADMINISTORS | 62-1038805 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS | — | WASHINGTON, DC | ADVISOR | $37K | — |
Investments
22 direct securities · 1 pooled fund· $8.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.4M
22 holdings
Common Collective Trust
$305K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.3M | 15.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $892K | 10.6% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $820K | 9.7% | |
| Fidelity Premium Fund | — | — | — | $776K | 9.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $670K | 7.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $612K | 7.3% | |
| Vanguard Target Retirement Income | — | — | — | $457K | 5.4% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $366K | 4.3% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | — | — | — | $343K | 4.1% | |
| Great Gray Trust Company Great Gray Collective Investments Trust III for MetLife GAC | — | — | — | $305K | 3.6% | |
| METLIFE STABLE VALUE FUND GREAT GRAY TRUST COMPANY LLC · EIN 97-1803143 / PN 001 | Common Collective Trust | — | — | $305K | 3.6% | |
| Vanguard Mid Cap Index Admiral Fund | — | — | — | $233K | 2.8% | |
| Participants 4.25% to 9.50%, maturing through March 2035 | — | — | — | $229K | 2.7% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $210K | 2.5% | |
| Vanguard Small Cap Index Adm Fund | — | — | — | $189K | 2.2% | |
| American Funds American Funds Balanced Fund | — | — | — | $176K | 2.1% | |
| Vanguard High Yield Corporate Adm Fund | — | — | — | $159K | 1.9% | |
| MFS International Value Fund | — | — | — | $146K | 1.7% | |
| Prudential PGIM Total Return Bond Fund | — | — | — | $144K | 1.7% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $119K | 1.4% | |
| Columbia Dividend Income Inst Fund | — | — | — | $101K | 1.2% | |
| Lord Abbett Lord Abbett Short Duration Income Fund | — | — | — | $90K | 1.1% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $80K | 0.9% |