Plan Snapshot
- Plan Sponsor: Bridgewater Associates, LP
- Sponsor EIN: 271437501
- Sponsor Address: ONE NYALA FARMS ROAD, WESTPORT, CT, 06880
- Plan Type: 401(k)
- Total Participants: 1,213
- Total Assets: $613.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,213 | $613.9M | $13.7M | $26.6M |
| 2023 | 1,206 | $526.3M | $18.5M | $26.4M |
| 2022 | 1,332 | $444.0M | $17.7M | $23.5M |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
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 | $66,792 | $62,442 | — | — | — |
| 2023 | $59,784 | $55,923 | — | — | — |
| 2022 | $51,997 | $47,797 | — | — | — |