AUMdb

Bridgeway, Inc. 401(k) Profit Sharing Plan

Sponsored by Bridgeway, Inc. · EIN 370984175 · Plan #001

Total assets
$4.6M
Net assets
$4.6M
Active participants
322
With balances
266

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Llc Consulting (general), Investment advisory (plan), Insurance brokerage commissions $31,794
Clifton Larson Allen Llp Accounting, Direct payment from the plan $25,877
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $5,018