· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HEALTHBRIDGE FINANCIAL, INC. — HEALTHBRIDGE FINANCIAL, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250331142117NAL0006389745001
HEALTHBRIDGE FINANCIAL, INC.
Form 5500-SF
FILING_RECEIVED
HEALTHBRIDGE FINANCIAL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
33
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HEALTHBRIDGE FINANCIAL, INC.
.
Find decision makers
Plan sponsor
Name
HEALTHBRIDGE FINANCIAL, INC.
EIN
82-2098759
Address
3200 BROADMOOR AVENUE SE · GRAND RAPIDS, MI · 49521
Phone
(616) 292-0321
Industry
Finance & Insurance
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
PHARAOH FINANCIAL GROUP, INC.
PFG, INC. 401(K) PLAN
$1.4M · 4 participants
RISARC CONSULTING
RISARC CONSULTING 401(K) PROFIT SHARING PLAN
$1.4M · 31 participants
SUMMIT WEALTH & RETIREMENT PLANNING, INC. DBA SUMMIT WEALTH & RETIREME
SUMMIT WEALTH & RETIREMENT PARTNERS CASH BALANCE PLAN
$1.4M · 12 participants
CINBA GROUP, LLC DBA LIFETRENDS
THE AWESOME LIFETRENDS 401(K) PS PLAN
$1.4M · 19 participants
XEOHEALTH CORPORATION
XEOHEALTH 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 9 participants
TORQUE GROUP, LLC
TORQUE GROUP, LLC 401(K) PLAN
$1.4M · 12 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
