2023 Form 5500 filing — Bridgeway Benefit Technologies, LLC 401(K) Retirement Savings 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 20241015075307NAL0015957091001) for Bridgeway Benefit Technologies, LLC 401(K) Retirement Savings Plan, reported by Bridgeway Benefit Technologies, LLC under EIN 52-1796473 and plan number 001. It reports 384 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015075307NAL0015957091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bridgeway Benefit Technologies, LLC
- EIN
- 52-1796473
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 384
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,308,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,308,474
- Employer contributions
- $1,376,930
- Participant contributions
- $3,548,921
- Total income / additions
- $14,947,649
- Benefits paid
- $2,792,201
- Administrative expenses
- $30,690
- Total expenses
- $2,822,891
- Net increase / (decrease)
- $12,124,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc | NONE | $38,119 | $0 |
| Principal | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Thornburg | NONE | $0 | $0 |
| Harbor Capital | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |