# Bridge Housing Corporation 403(b) Plan
Source: https://planprovider.pro/companies/bridge-housing-corporation-403b-plan

> Bridge Housing Corporation's 403(b) plan: 562 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$41,320|—|$41,320|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,320

- **Estimated Expense Ratio:** 0.089% 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|$14,669|—|$14,669|—|—|

| 2023|$13,290|—|$13,290|—|—|

| 2022|$11,083|—|$11,083|—|—|

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