Bridgewater Bank 401(k) Safe Harbor Plan
Sponsored by Bridgewater Bank · EIN 030572894 · Plan #001
- Total assets
- $41.8M
- Net assets
- $41.8M
- Active participants
- 252
- With balances
- 334
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Christensen Group Financial | Investment advisory (plan), Direct payment from the plan | $50,760 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $29,668 |