How big is One Bridge Wealth Management, LLC's plan?

One Bridge Wealth Management, LLC's plan reported $648K in assets and 3 participants for 2024.

Original filing (PDF)20250715113943NAL0001273651001

One Bridge Wealth Management, LLC

Name: One Bridge Wealth Management, LLC — One Bridge, Form 5500 (2024)
Creator: One Bridge Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

One Bridge Wealth Management, LLC 401(k) Plan

401(k) retirement plan · One Bridge Wealth Management, LLC's One Bridge Wealth Management, LLC 401(k) Plan held $648K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$648K

Net assets (EOY)

$648K

People on this filing

Mark Witthaus signed One Bridge Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Mark Witthaus — 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

One Bridge Wealth Management, LLC's EIN is 84-3832756.

EIN 84-3832756

Plan number 001

Plan year 2024

ACK ID 20250715113943NAL0001273651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for One Bridge Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

One Bridge Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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