How big is Longbridge Wealth Management's plan?

Longbridge Wealth Management's plan reported $3.0M in assets and 9 participants for 2024.

Original filing (PDF)20250826125513NAL0004441891001

Longbridge Wealth Management

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Longbridge Wealth Management held $3.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Longbridge Wealth Management's EIN is 88-1950066.

EIN 88-1950066

Plan number 001

Plan year 2024

ACK ID 20250826125513NAL0004441891001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Longbridge Wealth Management'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 LONGBRIDGE 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LONGBRIDGE WEALTH MANAGEMENT

EIN

all filings

Address

4319 BLUEBONNET BLVD. · BATON ROUGE, LA · 70809

Phone

(225) 612-7640

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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