Original filing (PDF)20250506092104NAL0013166992001

NORTHBRIDGE WEALTH MANAGEMENT, LLC

Name: NORTHBRIDGE WEALTH MANAGEMENT, LLC — NORTHBRIDGE WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: NORTHBRIDGE WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

NORTHBRIDGE WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$574K

Net assets (EOY)

$574K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

NORTHBRIDGE WEALTH MANAGEMENT, LLC

EIN

81-1678400all filings

Address

665 N. ACADEMY ST · GREENVILLE, SC · 29601

Phone

(864) 302-8384

Industry

Finance & Insurancesee all

Plan administrator