Plan Snapshot
- Plan Sponsor: Bridgepoint Healthcare, LLC
- Sponsor EIN: 611737940
- Sponsor Address: 2760 EISENHOWER AVE, SUITE 406, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 819
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 819 | $8.4M | $0 | $1.0M |
| 2023 | 752 | $7.2M | $0 | $1.0M |
| 2022 | 796 | $6.3M | $1,502 | $1.1M |
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 |
|---|---|---|---|---|
| UBS | ADVISOR | $37,389 | — | $37,389 |
| RETIREMENT PLANNERS AND ADMINISTORS | RECORDKEEPER | $31,691 | — | $31,691 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,080
- Estimated Expense Ratio: 0.819% 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 | $69,080 | $37,389 | $31,691 | — | — |
| 2023 | $65,123 | $31,369 | $33,754 | — | — |
| 2022 | $59,006 | $29,307 | $29,699 | — | — |