Plan Snapshot
- Plan Sponsor: Bridgewater Healthcare, INC.
- Sponsor EIN: 521296839
- Sponsor Address: 302 NORTH SECOND STREET, BRIDGEWATER, VA, 22812
- Plan Type: 403(b)
- Total Participants: 478
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 478 | $23.2M | $561,216 | $697,340 |
| 2023 | 557 | $20.1M | $564,630 | $697,341 |
| 2022 | 548 | $17.0M | $491,477 | $663,738 |
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 |
|---|---|---|---|---|
| GROSS MENDELSOHN | Auditor | — | — | $0 |
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 | $2,100 | — | — | — | — |
| 2023 | $2,481 | — | — | — | — |
| 2022 | $1,044 | — | $1,044 | — | — |