How big is Pacific Bridge Advisors' plan?

Pacific Bridge Advisors' plan reported $435K in assets and 22 participants for 2024.

Original filing (PDF)20251013115103NAL0000565315001

Pacific Bridge Advisors

Name: Pacific Bridge Advisors — Pacific Bridge Advisors, Form 5500 (2024)
Creator: Pacific Bridge Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pacific Bridge Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Pacific Bridge Advisors' Pacific Bridge Advisors 401(k) Profit Sharing Plan held $435K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$435K

Net assets (EOY)

$435K

Plan identifiers

Pacific Bridge Advisors' EIN is 81-5184097.

EIN 81-5184097

Plan number 001

Plan year 2024

ACK ID 20251013115103NAL0000565315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pacific Bridge Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pacific Bridge Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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