Back to filter
Original filing (PDF)20241015174116NAL0050731584001
BRIDGEWELL AGRIBUSINESS, LLC
Form 5500-SF
FILING_RECEIVED
BWAB 401(K)
401(k) retirement plan
Active participants
72
Accounts w/ balance
82
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIDGEWELL AGRIBUSINESS, LLC.
Plan sponsor
Name
BRIDGEWELL AGRIBUSINESS, LLC
EIN
61-1781096
Address
12420 SE CARPENTER DR · CLACKAMAS, OR · 970159077
Phone
(503) 210-2351
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
LENZ SALES & SERVICE, INC.
LENZ SALES & SERVICE, INC. 401(K) PROFIT SHARING PLAN & TRUST
$6.4M · 108 participants
WESTERN DISTRIBUTORS OF ATLANTA, INC.
WESTERN DISTRIBUTORS OF ATLANTA, INC. 401(K) PROFIT SHARING PLAN
$6.5M · 27 participants
NORTHERN FACTORY SALES, INC.
NORTHERN FACTORY SALES, INC. PROFIT SHARING PLAN
$6.4M · 105 participants
MICRO PLATERS SALES INC.
MICRO PLATERS SALES, INC 401(K) PROFIT SHARING PLAN AND TRUST
$6.4M · 75 participants
PREMIER TRUCK SALES & RENTAL, INC.
PREMIER TRUCK SALES & RENTAL, INC. 401(K) PROFIT SHARING PLAN
$6.5M · 82 participants
MACELBERT, INC., DBA PETROSPECS, IN
PETROSPECS 401(K) PLAN
$6.4M · 31 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B