How big is Three Bridges Wealth Advisors' plan?

Three Bridges Wealth Advisors' plan reported $645K in assets and 4 participants for 2025.

Original filing (PDF)20260430130103NAL0018446432001

Three Bridges Wealth Advisors

Name: Three Bridges Wealth Advisors — Three Bridges Wealth, Form 5500 (2025)
Creator: Three Bridges Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Three Bridges Wealth Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Three Bridges Wealth Advisors' Three Bridges Wealth Advisors 401(k) Profit Sharing Plan & Trust held $645K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$645K

Net assets (EOY)

$645K

People on this filing

Stephen Croghan signed Three Bridges Wealth Advisors' 2025 Form 5500 as plan administrator.

Stephen Croghan — 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

Three Bridges Wealth Advisors' EIN is 93-4794193.

EIN 93-4794193

Plan number 001

Plan year 2025

ACK ID 20260430130103NAL0018446432001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Three Bridges Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Three Bridges Wealth Advisors' plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THREE BRIDGES WEALTH ADVISORS.

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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