# Bridgewater Optimal Portfolio, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/bridgewater-optimal-portfolio-ltd-981101915-001

> Bridgewater Optimal Portfolio, 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 Optimal Portfolio, Ltd.

- **Sponsor EIN:** 981101915

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $566.1M

## 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|$566.1M|$0|$0|

| 2023|0|$952.6M|$0|$0|

| 2022|0|$1.5B|$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|$8,843,962|—|$8,843,962|

| BANK OF NEW YORK MELLON CORPORATION|Other Service Provider|$768,434|—|$768,434|

| NORTHERN TRUST HEDGE FUND SERVICES|Other Service Provider|$385,749|—|$385,749|

| GOLDMAN SACHS & CO.|Investment Advisor|$126,396|—|$126,396|

| CITIGROUP GLOBAL MARKETS INC.|Other Service Provider|$76,374|—|$76,374|

| MACQUARIE GROUP LTD|Other Service Provider|$62,380|—|$62,380|

| SOCIETE GENERALE AMERICAS SECURITIE|Other Service Provider|$61,976|—|$61,976|

| NEWEDGE|Other Service Provider|$46,266|—|$46,266|

| BNP PARIBAS|Other Service Provider|$39,407|—|$39,407|

| KPMG LLP|Auditor|$33,758|—|$33,758|

| JP MORGAN SECURITIES INC.|Other Service Provider|$26,796|—|$26,796|

| BARCLAYS CAPITAL INC.|Other Service Provider|$14,787|—|$14,787|

| BANK OF AMERICA|Other Service Provider|$14,594|—|$14,594|

| MAPLES CORPORATE SERVICES LIMITED|Other Service Provider|$14,321|—|$14,321|

| PRICEWATERHOUSE COOPERS LLP|Other Service Provider|$11,309|—|$11,309|

| FLEMING FINANCIAL SERVICES, P.C.|Other Service Provider|$8,800|—|$8,800|

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

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,542,825

- **Estimated Expense Ratio:** 1.862% 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|$10,579,285|$8,843,962|$951,564|$28,560|—|

| 2023|$11,728,107|$9,727,679|$1,016,335|$27,090|—|

| 2022|$33,303,090|$30,982,821|$1,171,362|—|$69,807|

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