2023 Form 5500 filing — Bridge Investment Group 401(K) Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001183348NAL0007251281001) for Bridge Investment Group 401(K) Retirement Plan, reported by Bridge Investment Group Holdings LLC A Delaware LLC under EIN 45-4084424 and plan number 001. It reports 2,542 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001183348NAL0007251281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bridge Investment Group Holdings LLC A Delaware LLC
- EIN
- 45-4084424
- Plan number
- 001
- Location
- Sandy, UT
- Participants
- 2,542
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,123,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,123,101
- Employer contributions
- $8,400,840
- Participant contributions
- $10,806,823
- Total income / additions
- $33,075,252
- Benefits paid
- $6,754,500
- Administrative expenses
- $313,680
- Total expenses
- $7,083,328
- Net increase / (decrease)
- $25,991,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $218,359 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $95,321 | not reported in the loaded dataset |