· 2022–2024 · DOL EFAST2

Old Bridge Private Wealth LLC — Old Bridge Private, Form 5500 (2022)

Original filing (PDF)20230403133242NAL0026380979001

Old Bridge Private Wealth LLC

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan · Old Bridge Private Wealth LLC's Old Bridge Private Wealth LLC 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2022.

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

OLD BRIDGE PRIVATE WEALTH LLC

EIN

Address

27 MEADOWRIDGE LN · GLEN HEAD, NY · 11545

Phone

(917) 273-8728

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-23

Filed

2023-04-03

Pension benefit codes

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BMC Services Inc.

BMC Services Inc. 401(k) Plan

Sasco Capital Inc.

Sasco Capital Inc. Profit Sharing Plan

Donald J Eustice

Donald J Eustice 401(k) Profit Sharing Plan and Trust

Philadelphia Financial Management of San Francisco, LLC

Philadelphia Financial Management of San Francisco, LLC Gabriel Holmes DBPP and Trust

KARP Capital Management Corporation

KARP Capital Management Corporation Defined Benefit Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.