# Bridgewater All Weather Portfolio Ii, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/bridgewater-all-weather-portfolio-ii-ltd-980633473-001

> Bridgewater All Weather Portfolio Ii, Ltd.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bridgewater All Weather Portfolio Ii, Ltd.

- **Sponsor EIN:** 980633473

- **Sponsor Address:** ONE NYALA FARMS ROAD, WESTPORT, CT, 06880

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $499.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$499.4M|$0|$0|

| 2023|0|$980.4M|$0|$0|

| 2022|0|$1.5B|$0|$0|

## 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|

| BRIDGEWATER ASSOCIATES, LP|Other Service Provider|$2,271,300|—|$2,271,300|

| KPMG LLP|Auditor|$33,758|—|$33,758|

| PRICEWATERHOUSE COOPERS LLP|Other Service Provider|$14,191|—|$14,191|

| MAPLES CORPORATE SERVICES LIMITED|Other Service Provider|$12,917|—|$12,917|

| FLEMING FINANCIAL SERVICES, P.C.|Other Service Provider|$8,050|—|$8,050|

| CARNE GLOBAL FINANCIAL SERVICES LTD|Other Service Provider|$7,516|—|$7,516|

### Verified Provider Profiles

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

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,347,732

- **Estimated Expense Ratio:** 0.470% 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|$3,240,683|$2,271,300|—|$28,560|—|

| 2023|$4,474,040|$2,902,993|$332,871|$27,090|—|

| 2022|$6,142,367|$4,233,180|$621,519|—|$67,488|

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