How big is Naturebridge's plan?

Naturebridge's plan reported $4.1M in assets and 50 participants for 2023.

Original filing (PDF)20250415162028NAL0001558739001

Naturebridge

Name: Naturebridge — Naturebridge 403(b) Plan 002, Form 5500 (2023)
Creator: Naturebridge
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Naturebridge 403(b) Plan 002

401(k) retirement plan · Naturebridge's Naturebridge 403(b) Plan 002 held $4.1M in plan assets for 50 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Naturebridge's EIN is 94-2145930.

EIN 94-2145930

Plan number 002

Plan year 2023

ACK ID 20250415162028NAL0001558739001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Naturebridge from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Naturebridge's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

NATUREBRIDGE

EIN

all filings

Address

1033 FORT CRONKHITE · SAUSALITO, CA · 94965

Phone

(415) 992-4700

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

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

Service providers (Schedule C)

Small plans don't disclose service providers

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