# Bridgewater Pure Alpha Major Markets, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/bridgewater-pure-alpha-major-markets-ltd-980674465-001

> Bridgewater Pure Alpha Major Markets, 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 Pure Alpha Major Markets, Ltd.

- **Sponsor EIN:** 980674465

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $2.0B

## 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|$2.0B|$0|$0|

| 2023|0|$2.8B|$0|$0|

| 2022|0|$3.2B|$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|

| BANK OF NEW YORK MELLON CORPORATION|Other Service Provider|$2,180,887|—|$2,180,887|

| NORTHERN TRUST HEDGE FUND SERVICES|Other Service Provider|$1,212,766|—|$1,212,766|

| GOLDMAN SACHS & CO.|Investment Advisor|$458,914|—|$458,914|

| BANK OF AMERICA|Other Service Provider|$184,501|—|$184,501|

| SOCIETE GENERALE AMERICAS SECURITIE|Other Service Provider|$153,810|—|$153,810|

| BNP PARIBAS|Other Service Provider|$73,386|—|$73,386|

| CITIGROUP GLOBAL MARKETS INC.|Other Service Provider|$66,970|—|$66,970|

| BARCLAYS CAPITAL INC.|Other Service Provider|$51,246|—|$51,246|

| KPMG LLP|Auditor|$33,758|—|$33,758|

| PRICEWATERHOUSE COOPERS LLP|Other Service Provider|$29,633|—|$29,633|

| JP MORGAN SECURITIES INC.|Other Service Provider|$22,558|—|$22,558|

| SIDLEY AUSTIN LLP|ERISA Attorney|$20,308|—|$20,308|

| MAPLES CORPORATE SERVICES LIMITED|Other Service Provider|$18,577|—|$18,577|

| MACQUARIE GROUP LTD|Other Service Provider|$11,607|—|$11,607|

| FLEMING FINANCIAL SERVICES, P.C.|Other Service Provider|$8,750|—|$8,750|

| JPMORGAN CHASE BANK, N.A.|Other Service Provider|$8,396|—|$8,396|

| MSCI ESG RESEARCH LLC|Other Service Provider|$7,200|—|$7,200|

### 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

- [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:** $4,543,267

- **Estimated Expense Ratio:** 0.226% 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|$56,644,801|—|$3,131,520|$28,560|—|

| 2023|$70,469,144|$56,657,985|—|$27,090|—|

| 2022|$290,315,145|$280,964,814|$3,701,853|—|$91,803|

## 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-pure-alpha-major-markets-ltd-980674465-001)

© 2026 PlanProvider.Pro