# Bridgewater All Weather Portfolio Iii, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/bridgewater-all-weather-portfolio-iii-ltd-352427182-001

> Bridgewater All Weather Portfolio Iii, 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 Iii, Ltd.

- **Sponsor EIN:** 352427182

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $1.5B

## 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|$1.5B|$0|$0|

| 2023|0|$1.6B|$0|$0|

| 2022|0|$1.6B|$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|$775,754|—|$775,754|

| BANK OF NEW YORK MELLON CORPORATION|Other Service Provider|$594,205|—|$594,205|

| NORTHERN TRUST HEDGE FUND SERVICES|Other Service Provider|$245,428|—|$245,428|

| BNP PARIBAS|Other Service Provider|$106,336|—|$106,336|

| KPMG LLP|Auditor|$59,798|—|$59,798|

| PRICEWATERHOUSE COOPERS LLP|Other Service Provider|$25,689|—|$25,689|

| STATE STREET BANK AND TRUST COMPANY|Other Service Provider|$25,390|—|$25,390|

| GOLDMAN SACHS & CO.|Investment Advisor|$25,198|—|$25,198|

| CITIGROUP GLOBAL MARKETS INC.|Other Service Provider|$21,548|—|$21,548|

| BANK OF AMERICA|Other Service Provider|$21,210|—|$21,210|

| NEWEDGE|Other Service Provider|$19,257|—|$19,257|

| JP MORGAN SECURITIES INC.|Other Service Provider|$18,722|—|$18,722|

| MACQUARIE GROUP LTD|Other Service Provider|$17,586|—|$17,586|

| MAPLES CORPORATE SERVICES LIMITED|Other Service Provider|$17,523|—|$17,523|

| FLEMING FINANCIAL SERVICES, P.C.|Other Service Provider|$12,300|—|$12,300|

| BARCLAYS CAPITAL INC.|Other Service Provider|$8,898|—|$8,898|

| ERNST & YOUNG U.S. LLP|Other Service Provider|$8,814|—|$8,814|

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

| SOCIETE GENERALE AMERICAS SECURITIE|Other Service Provider|$6,750|—|$6,750|

| SIDLEY AUSTIN LLP|ERISA Attorney|$6,282|—|$6,282|

### 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

- [GOLDMAN SACHS & CO.](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [SIDLEY AUSTIN LLP](https://planprovider.pro/provider/sidley-austin-llp) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,024,204

- **Estimated Expense Ratio:** 0.139% 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|$2,362,587|$775,754|$598,556|$54,600|—|

| 2023|$2,264,707|$771,074|$575,199|$51,870|—|

| 2022|$1,979,076|$828,683|$579,865|—|$109,793|

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