# Bridgewater Defensive Alpha Fund, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/bridgewater-defensive-alpha-fund-ltd-981730543-001

> Bridgewater Defensive Alpha Fund, 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 Defensive Alpha Fund, Ltd.

- **Sponsor EIN:** 981730543

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $442.8M

## 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|$442.8M|$0|$0|

| 2023|0|$606.6M|$0|$0|

| 2022|0|$531.9M|$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|$7,847,341|—|$7,847,341|

| KPMG LLP|Auditor|$33,758|—|$33,758|

| MAPLES CORPORATE SERVICES LIMITED|Other Service Provider|$16,842|—|$16,842|

| SIDLEY AUSTIN LLP|ERISA Attorney|$15,744|—|$15,744|

| PRICEWATERHOUSE COOPERS LLP|Other Service Provider|$12,732|—|$12,732|

| FLEMING FINANCIAL SERVICES, P.C.|Other Service Provider|$5,200|—|$5,200|

### 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

- [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:** $7,931,617

- **Estimated Expense Ratio:** 1.791% 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|$10,649,963|$7,847,341|—|$28,560|—|

| 2023|$10,216,895|$6,408,339|—|$27,090|—|

| 2022|$4,518,972|$3,632,545|$360,729|—|$138,697|

## Similar Plans

- [Citigroup INC.](https://planprovider.pro/companies/citigroup-inc-401k-plan) — 117,332 participants

- [Citigroup INC.](https://planprovider.pro/companies/citigroup-inc-521568099-506) — 63,422 participants

- [Citigroup INC.](https://planprovider.pro/companies/citigroup-inc-521568099-508) — 57,540 participants

- [Citigroup INC.](https://planprovider.pro/companies/citigroup-inc-521568099-505) — 56,757 participants

- [Citigroup INC.](https://planprovider.pro/companies/citigroup-inc-plan-020) — 14,217 participants

- [Natwest Markets Securities, INC.](https://planprovider.pro/companies/natwest-markets-securities-inc-401k-plan) — 1,382 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bridgewater-defensive-alpha-fund-ltd-981730543-001)

© 2026 PlanProvider.Pro