# Bridgetown Natural Foods, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bridgetown-natural-foods-llc-401k-plan

> Bridgetown Natural Foods, LLC's 401(k) plan: 440 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bridgetown Natural Foods, LLC

- **Sponsor EIN:** 262845975

- **Sponsor Address:** 11601-A SE FOSTER ROAD, PORTLAND, OR, 972664013

- **Plan Type:** 401(k)

- **Total Participants:** 440

- **Total Assets:** $8.2M

## 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|440|$8.2M|$455,744|$1.1M|

| 2023|368|$6.1M|$412,886|$944,244|

| 2022|346|$4.0M|$307,171|$815,486|

## 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|

| RAYMOND JAMES FINANCIAL|FINANCIAL ADVISOR|$17,350|—|$17,350|

| PENSION PLAN SPECIALISTS, PC|TPA|$9,077|—|$9,077|

| DOUGALL CONRADIE LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RAYMOND JAMES FINANCIAL](https://planprovider.pro/provider/raymond-james-financial-inc) — FINANCIAL ADVISOR

- [DOUGALL CONRADIE LLC](https://planprovider.pro/provider/dougall-conradie-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,427

- **Estimated Expense Ratio:** 0.324% 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|$49,857|$17,350|$29,007|—|—|

| 2023|$35,754|$12,506|$21,748|—|—|

| 2022|$29,700|$8,999|$20,701|—|—|

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