How big is Greenbridge Wealth Management's plan?

Greenbridge Wealth Management's plan reported $462K in assets and 7 participants for 2025.

Original filing (PDF)20260424083613NAL0008836416001

Greenbridge Wealth Management

Name: Greenbridge Wealth Management — Greenbridge Wealth, Form 5500 (2025)
Creator: Greenbridge Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Greenbridge Wealth Management 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Greenbridge Wealth Management's Greenbridge Wealth Management 401(k) Profit Sharing Plan & Trust held $462K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$462K

Net assets (EOY)

$462K

Plan identifiers

Greenbridge Wealth Management's EIN is 85-2016162.

EIN 85-2016162

Plan number 001

Plan year 2025

ACK ID 20260424083613NAL0008836416001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Greenbridge Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Greenbridge Wealth Management'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 GREENBRIDGE WEALTH MANAGEMENT.

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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