Plan Snapshot
- Plan Sponsor: Bridge Group Hh, INC.
- Sponsor EIN: 814194876
- Sponsor Address: 3636 NOBEL DR., SAN DIEGO, CA, 92122
- Plan Type: 401(k)
- Total Participants: 375
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 375 | $8.1M | $0 | $972,028 |
| 2023 | 647 | $7.3M | $218,958 | $1.7M |
| 2022 | 1,052 | $5.9M | $0 | $1.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | INVESTMENT ADVISOR | $38,405 | — | $38,405 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $26,859 | — | $26,859 |
| PREMIER PLAN CONSULTANTS | CONTRACT ADMIN | $6,100 | $3,841 | $9,941 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $5,005 | — | $5,005 |
| ALDRICH CPAS + ADVISORS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS + ADVISORS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,210
- Estimated Expense Ratio: 0.995% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $75,969 | — | $75,969 | — | — |
| 2023 | $67,047 | — | $67,047 | — | — |
| 2022 | $46,709 | — | $46,709 | — | — |