Plan Snapshot
- Plan Sponsor: Bridge Investment Group Holdings LLC A Delaware LLC
- Sponsor EIN: 454084424
- Sponsor Address: 111 E. SEGO LILY DR., STE 400 STE 4, SANDY, UT, 84070
- Plan Type: 401(k)
- Total Participants: 2,031
- Total Assets: $104.0M
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 | 2,031 | $104.0M | $9.5M | $12.0M |
| 2023 | 2,143 | $82.1M | $8.4M | $10.8M |
| 2022 | 1,973 | $56.1M | $6.2M | $9.1M |
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 |
|---|---|---|---|---|
| EBP AUDITS/PEGGY S. EDGE, CPA, LLC | 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 | $387,361 | $98,085 | — | — | — |
| 2023 | $313,680 | $95,321 | — | — | — |
| 2022 | $249,948 | $75,848 | $174,100 | — | — |