How big is Horsley Bridge Partners LLC's plan?

Horsley Bridge Partners LLC's plan reported $51.9M in assets and 39 participants for 2024.

Original filing (PDF)20250707155235NAL0009028018001

Horsley Bridge Partners LLC

Name: Horsley Bridge Partners LLC — Horsley Bridge 401(k), Form 5500 (2024)
Creator: Horsley Bridge Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Horsley Bridge 401(k) Profit Sharing Plan

401(k) retirement plan · Horsley Bridge Partners LLC's Horsley Bridge 401(k) Profit Sharing Plan held $51.9M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$51.9M

Net assets (EOY)

$51.9M

People on this filing

Clara VU signed Horsley Bridge Partners LLC's 2024 Form 5500 as plan administrator.

Clara VU — 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

Horsley Bridge Partners LLC's EIN is 94-3263443.

EIN 94-3263443

Plan number 003

Plan year 2024

ACK ID 20250707155235NAL0009028018001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Horsley Bridge 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 HORSLEY BRIDGE 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

HORSLEY BRIDGE PARTNERS LLC

EIN

all filings

Address

140 NEW MONTGOMERY ST · 16TH FLOOR · SAN FRANCISCO, CA · 94105

Phone

(415) 986-7733

Industry

Finance & Insurance

Plan administrator