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Original filing (PDF)20250909152511NAL0020371249001
BRIDGEWATER AIA LABS MACRO FUND (CIC) II, LP
Form 5500
FILING_RECEIVED
BRIDGEWATER AIA LABS MACRO FUND (CIC) II, LP
Employee benefit plan
Signals · 1
~100 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$144.3M
Net assets (EOY)
$143.4M
Plan health score (directional)
85
/ 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
65
Vendor stack
100
Participation health
90
Knocking points off
- 100 bps in Schedule C fees — 905% above peer band of 10 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIDGEWATER AIA LABS MACRO FUND (CIC) II, LP.
Plan sponsor
Name
BRIDGEWATER AIA LABS MACRO FUND (CIC) II, LP
EIN
98-1789585
Address
ONE NYALA FARMS ROAD · WESTPORT, CT · 06880
Phone
(203) 226-3030
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-28
Tax period
2024-12-31
Filed
2025-09-09
Audit & trust (Schedule H)
Auditor
KPMG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIDGEWATER ASSOCIATES, LP | — | WESTPORT, CT | NONE | $1.4M | — |
| KPMG LLP | 13-5565207 | — | NONE | $32K | — |
| MAPLES CORPORATE SERVICES LIMITED | — | — | NONE | $32K | — |
| PRICEWATERHOUSE COOPERS LLP | — | NEW YORK, NY | NONE | $7K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.