How big is Natural Bridges Financial Advisors LLC's plan?

Natural Bridges Financial Advisors LLC's plan reported $446K in assets and 2 participants for 2024.

Original filing (PDF)20250411220807NAL0047930274025

Natural Bridges Financial Advisors LLC

Name: Natural Bridges Financial Advisors LLC — Form 5500 Plan 001 (2024)
Creator: Natural Bridges Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Natural Bridges Financial Advisors 401(k) Plan

401(k) retirement plan · Natural Bridges Financial Advisors LLC's Natural Bridges Financial Advisors 401(k) Plan held $446K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$446K

Net assets (EOY)

$446K

People on this filing

QIAN LIU signed Natural Bridges Financial Advisors LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Natural Bridges Financial Advisors LLC's EIN is 81-4481285.

EIN 81-4481285

Plan number 001

Plan year 2024

ACK ID 20250411220807NAL0047930274025

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Natural Bridges Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Natural Bridges Financial Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NATURAL BRIDGES FINANCIAL ADVISORS LLC.

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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).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

NATURAL BRIDGES FINANCIAL ADVISORS LLC

EIN

all filings

Address

627 CENTER STREET · SANTA CRUZ, CA · 95060

Phone

(831) 421-0700

Industry

Finance & Insurance

Plan administrator