Bridge Partners, Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Bridge Partners, Llc · EIN 711008626 · Plan #001
- Total assets
- $25.3M
- Net assets
- $25.3M
- Active participants
- 255
- With balances
- 293
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robert W Baird & Co Incorporated | Investment advisory (plan) | $16,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $10,096 |
| Empower Advisory Group, Llc | Investment management | $6,091 |