Original filing (PDF)20250412154931NAL0050179842001

BRIDGEVIEW MORTGAGE CORP.

Name: BRIDGEVIEW MORTGAGE CORP. — BRIDGEVIEW MORTGAGE CORP. 401(K) PLAN, Form 5500 (2024)
Creator: BRIDGEVIEW MORTGAGE CORP.

Form 5500-SF

FILING_RECEIVED

BRIDGEVIEW MORTGAGE CORP. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 BRIDGEVIEW MORTGAGE CORP..

Plan sponsor

Name

BRIDGEVIEW MORTGAGE CORP.

EIN

81-0611149

Address

1200 HEMPSTEAD TPKE. · FRANKLIN SQUARE, NY · 11010

Phone

(516) 328-6300

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

2025-04-12

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MORTGAGEONE, INC.

MORTGAGEONE 401(K) PLAN

$3.1M · 163 participants

SOUTHERN MORTGAGE GROUP OF HUNTSVILLE, LLC

SOUTHERN FIDELITY MORTGAGE GROUP OF HUNTSVILLE, LLC DEFINED BENEFIT PENSION PLAN

$3.0M · 7 participants

THOMPSON KANE & COMPANY INC

THOMPSON KANE & COMPANY INC 401K PROFIT SHARING PLAN & TRUST

$3.0M · 35 participants

FUNDLOANS CAPITAL, INC.

FUNDLOANS CAPITAL, INC. 401K PLAN

$3.0M · 55 participants

MEADOWBROOK FINANCIAL MORTGAGE BANKERS CORP.

MEADOWBROOK FINANCIAL MORTGAGE BANKERS CORP. 401(K) PLAN