How big is Bridgepoint Wealth Partners, LLC's plan?

Bridgepoint Wealth Partners, LLC's plan reported $611K in assets and 22 participants for 2024.

Original filing (PDF)20250801141717NAL0003824563001

Bridgepoint Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Bridgepoint Wealth Partners 401(k) Plan

401(k) retirement plan · Bridgepoint Wealth Partners, LLC's Bridgepoint Wealth Partners 401(k) Plan held $611K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$611K

Net assets (EOY)

$611K

People on this filing

Carter Wellford signed Bridgepoint Wealth Partners, LLC's 2024 Form 5500 as plan administrator.

Carter Wellford — 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

Bridgepoint Wealth Partners, LLC's EIN is 92-3149357.

EIN 92-3149357

Plan number 001

Plan year 2024

ACK ID 20250801141717NAL0003824563001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bridgepoint Wealth Partners, LLC'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 BRIDGEPOINT WEALTH PARTNERS, LLC.

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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