Plan Snapshot
- Plan Sponsor: Bridge Housing Corporation
- Sponsor EIN: 942827909
- Sponsor Address: 600 CALIFORNIA STREET, SUITE 900, SAN FRANCISCO, CA, 941082706
- Plan Type: 403(b)
- Total Participants: 562
- Total Assets: $46.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 562 | $46.5M | $1.9M | $2.4M |
| 2023 | 521 | $43.1M | $1.8M | $2.3M |
| 2022 | 425 | $35.4M | $1.6M | $2.1M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $14,669 | — | $14,669 | — | — |
| 2023 | $13,290 | — | $13,290 | — | — |
| 2022 | $11,083 | — | $11,083 | — | — |