# Bridgewater Associates, LP 401(k) Plan
Source: https://planprovider.pro/companies/bridgewater-associates-lp-401k-plan

> Bridgewater Associates, LP&#39;s 401(k) plan: 1,213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|

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