Form 5500 Search

TRIBRIDGE PARTNERS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
37
Active participants
6,654
Total plan assets
$393.2M
Filings (rows)
37
Direct comp
$696K
Indirect comp
$184K

SERVICES PROVIDED

Broker16
Advisor / Consultant15
Other6

Top plans served

All 37 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
PATRIOT FEDERAL CREDIT UNION
PATRIOT FEDERAL CREDIT UNION RETIREMENT PENSION PLAN
CHAMBERSBURG, PA
Advisor / Consultant
INVESTMENT ADVISORY
90$51.2M$0
BUSINESS INTEGRA TECHNOLOGY SOLUTIONS, INC.
BUSINESS INTEGRA, INC. 401(K) PLAN
BETHESDA, MD
Advisor / Consultant
INVESTMENT ADVISORY
376$36.3M$0
ACCESS INTELLIGENCE LLC
ACCESS INTELLIGENCE LLC 401(K) PLAN
ROCKVILLE, MD
Advisor / Consultant
INVESTMENT ADVISORY
183$35.2M$0
LEARNING TREE INTERNATIONAL, INC.
LEARNING TREE INTERNATIONAL 401(K) PLAN
HERNDON, VA
Advisor / Consultant
INVESTMENT ADVISORY
108$34.4M$0
LEARNING TREE INTERNATIONAL, INC.
LEARNING TREE INTERNATIONAL 401(K) PLAN
HERNDON, VA
Advisor / Consultant
INVESTMENT ADVISORY
103$33.4M$0
THE ENDOCRINE SOCIETY
THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN
WASHINGTON, DC
Advisor / Consultant
ADVISOR
72$31.2M$9K
ACADEMYHEALTH
ACADEMYHEALTH RETIREMENT PLAN
WASHINGTON, DC
Other
CONSULTING
139$24.0M$10K
UMGC VENTURES, INC.
UMGC VENTURES, INC. 401(K) PLAN
BETHESDA, MD
Advisor / Consultant
INVESTMENT ADVISORY
170$21.5M$0
PACKAGING SERVICES OF MARYLAND, INC.
PACKAGING SERVICES OF MARYLAND, INC. 401(K) PLAN
WILLIAMSPORT, MD
Advisor / Consultant
INVESTMENT ADVISORY
221$18.1M$0
NAMI
NAMI 403(B) PLAN
ARLINGTON, VA
Advisor / Consultant
INVESTMENT ADVISORY
203$18.0M$0
PATRIOT FEDERAL CREDIT UNION
PATRIOT FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
CHAMBERSBURG, PA
Advisor / Consultant
INVESTMENT ADVISORY
178$17.6M$0
BULLY PULPIT INTERACTIVE, LLC
BULLY PULPIT INTERACTIVE, LLC 401K PLAN
WASHINGTON, DC
Other
SERVICE PROVIDER
184$16.1M$0
SEEKR TECHNOLOGIES, INC.
SEEKR TECHNOLOGIES, INC. 401(K) PLAN
RESTON, VA
Advisor / Consultant
INVESTMENT ADVISORY
83$14.3M$0
HELIOCAMPUS, INC.
HELIOCAMPUS 401(K) PLAN
CHAPEL HILL, NC
Advisor / Consultant
INVESTMENT ADVISOR
104$10.3M$11K
THE KENIFIC GROUP INC.
THE KENIFIC GROUP 401(K) PLAN
ASHBURN, VA
Advisor / Consultant
INVESTMENT ADVISORY
951$9.3M$11K
ARC OF WASHINGTON COUNTY, INC.
ARC OF WASHINGTON COUNTY, INC. 403(B) TAX DEFERRED ANNUITY PLAN
HAGERSTOWN, MD
Advisor / Consultant
INVESTMENT ADVISORY
747$9.0M$20K
HEALTHCARE ACCESS MARYLAND, INC.
HEALTHCARE ACCESS MARYLAND RETIREMENT SAVINGS PLAN
BALTIMORE, MD
Advisor / Consultant
INVESTMENT ADVISOR
193$7.1M$8K
REEFPOINT GROUP
REEFPOINT GROUP LLC 401K PSP
ANNAPOLIS, MD
Other
NONE
126$5.7M$8K
HEALTHCARE ACCESS MARYLAND, INC.
HEALTHCARE ACCESS MARYLAND, INC. GROUP MEDICAL PLAN 505
BALTIMORE, MD
Broker
BROKER
141$486K$68K
ELIAS LAW GROUP LLP
ELIAS LAW GROUP LLP GROUP MEDICAL PLAN (501)
WASHINGTON, DC
Broker
BROKER
112$127K$0
WMS PARTNERS LLC
WMS PARTNERS, LLC EMPLOYEE BENEFIT PLAN
TOWSON, MD
Broker
BROKER
81$2K
MACKENZIE VENTURES, LLC
MACKENZIE VENTURES LLC WELFARE BENEFIT PLAN
LUTHERVILLE, MD
Broker
BROKER
185$58K
VAULT CONSULTING, LLC
VAULT CONSULTING, LLC EMPLOYEE BENEFIT PLAN
MCLEAN, VA
Broker
BROKER
54$19K
FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION
FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLAN
CRESAPTOWN, MD
Broker
BROKER
88$22K
VAULT CONSULTING, LLC
VAULT CONSULTING, LLC EMPLOYEE BENEFIT PLAN
MCLEAN, VA
Broker
BROKER
52$17K
WMS PARTNERS LLC
WMS PARTNERS, LLC EMPLOYEE BENEFIT PLAN
TOWSON, MD
Broker
BROKER
67$28K
FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION
FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLAN
CRESAPTOWN, MD
Broker
BROKER
89$24K
FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION
FIRST PEOPLES COMMUNITY FEDERAL CREDIT UNION EMPLOYEE BENEFIT PLAN
CRESAPTOWN, MD
Broker
BROKER
93$23K
PACKAGING SERVICES OF MARYLAND INC
PACKAGING SERVICES INC EMPLOYEE HEALTH BENEFIT PLAN
WILLIAMSPORT, MD
Other
NONE
264$49K
PACKAGING SERVICES OF MARYLAND INC
PACKAGING SERVICES INC EMPLOYEE HEALTH BENEFIT PLAN
WILLIAMSPORT, MD
Other
NONE
242$44K
SLOAN MANAGEMENT, INC.
SLOAN MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN
FREDERICK, MD
Broker
BROKER
93$7K
WMS PARTNERS LLC
WMS PARTNERS, LLC EMPLOYEE BENEFIT PLAN
TOWSON, MD
Broker
BROKER
78$26K
SLOAN MANAGEMENT, INC.
SLOAN MANAGEMENT, INC. EMPLOYEE BENEFIT PLAN
FREDERICK, MD
Broker
BROKER
112$30K
COMMUNITY ACTION COUNCIL OF HOWARD COUNTY, MARYLAND, INC.
COMMUNITY ACTION COUNCIL OF HOWARD COUNTY, MD, INC. LIFE & DISABILITY PLAN
COLUMBIA, MD
Broker
BROKER
134$38K
PACKAGING SERVICES OF MARYLAND INC
PACKAGING SERVICES INC EMPLOYEE HEALTH BENEFIT PLAN
WILLIAMSPORT, MD
Other
NONE
235$45K
MACKENZIE VENTURES, LLC
MACKENZIE VENTURES LLC WELFARE BENEFIT PLAN
LUTHERVILLE, MD
Broker
BROKER
128$55K
MACKENZIE VENTURES, LLC
MACKENZIE VENTURES LLC WELFARE BENEFIT PLAN
LUTHERVILLE, MD
Broker
BROKER
175$61K
TRIBRIDGE PARTNERS — Form 5500 Service Provider Profile | Form 5500 Search