How big is Bridge Wealth Management LLC's plan?

Bridge Wealth Management LLC's plan reported $239K in assets and 4 participants for 2024.

Original filing (PDF)20250708103326NAL0004579601001

Bridge Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Bridge Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bridge Wealth Management LLC's Bridge Wealth Management LLC 401(k) Profit Sharing Plan & Trust held $239K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$239K

Net assets (EOY)

$239K

Plan identifiers

Bridge Wealth Management LLC's EIN is 85-3790872.

EIN 85-3790872

Plan number 001

Plan year 2024

ACK ID 20250708103326NAL0004579601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bridge Wealth Management 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 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