Lorna Whyte signed Bridgeway Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bridgeway Academy's EIN is 76-0796242.
Download the official 2024 Form 5500 (PDF) for Bridgeway Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bridgeway Academy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
| ADP, INC | 13-3036745 | — | RECORDKEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORDKEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $5.0M | 96.1% | |
| [Assets held in participant loans] | Other | — | — | $55K | 1.1% | |
| KEY GUARANTEED PORTFOLIO FUND GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 000 | Pooled Separate Account | — | — | $40K | 0.8% | |
| [Assets held in common collective trust] | Other | — | — | $1K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT ADVANTAGE, INC. | — | AUBURN HILLS, MA | CONTRACT ADMINISTRATOR | $850 | — |
