Bridgeway Benefit Technologies, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Bridgeway Benefit Technologies, LLC)
Plain-English plan 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, Bridgeway Benefit Technologies, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Bridgeway Benefit Technologies, LLC under EIN 52-1796473 and plan number 001. The latest loaded filing year is 2023. The filing reports 384 participants and $72,308,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bridgeway Benefit Technologies, LLC
- EIN
- 52-1796473
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 384
- End-of-year plan assets
- $72,308,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 384 | H, C | 20241015075307NAL0015957091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,308,474
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,308,474
- Net assets (BOY)
- $60,001,050
Income & contributions
- Employer contributions
- $1,376,930
- Participant contributions
- $3,548,921
- Total contributions
- $5,248,882
- Total income / additions
- $14,947,649
Expenses & distributions
- Benefits paid
- $2,792,201
- Administrative expenses
- $30,690
- Total expenses
- $2,822,891
- Net increase / (decrease)
- $12,124,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc | NONE | $38,119 | $0 | 2023 |
| Principal | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Thornburg | NONE | $0 | $0 | 2023 |
| Harbor Capital | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bridgeway Benefit Technologies, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- T. Rowe Price Rps, Inc — Schedule C compensation
- Principal — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Thornburg — Schedule C compensation
- Harbor Capital — Schedule C compensation
- Fidelity — Schedule C compensation