How big is Beacon Bridge Wealth Partners' plan?

Beacon Bridge Wealth Partners' plan reported $1.3M in assets and 10 participants for 2024.

Original filing (PDF)20250526082231NAL0009427456001

Beacon Bridge Wealth Partners

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

Form 5500-SF

FILING_RECEIVED

Beacon Bridge Wealth Partners 401(k) Plan

401(k) retirement plan · Beacon Bridge Wealth Partners' Beacon Bridge Wealth Partners 401(k) Plan held $1.3M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Megan Scott signed Beacon Bridge Wealth Partners' 2024 Form 5500 as plan administrator.

Megan Scott — 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

Beacon Bridge Wealth Partners' EIN is 88-3705645.

EIN 88-3705645

Plan number 001

Plan year 2024

ACK ID 20250526082231NAL0009427456001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Beacon Bridge Wealth Partners' 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 BEACON BRIDGE WEALTH PARTNERS.

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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

Knocking points off