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THE BRIDGE SCHOOL — THE BRIDGE SCHOOL TAX SHELTERED ANNUITY 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250213174531NAL0040284880001
THE BRIDGE SCHOOL
Form 5500-SF
FILING_RECEIVED
THE BRIDGE SCHOOL TAX SHELTERED ANNUITY 403(B) PLAN
403(b) retirement plan
Active participants
24
Accounts w/ balance
29
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE BRIDGE SCHOOL
.
Find decision makers
Plan sponsor
Name
THE BRIDGE SCHOOL
EIN
95-4068784
Address
545 EUCALYPTUS AVE. · HILLSBOROUGH, CA · 94010
Phone
(650) 696-7295
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-02-13
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
$6.6M · 76 participants
PORTLAND JEWISH ACADEMY
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