Plan Snapshot
- Plan Sponsor: Bridgewest Capital Management LLC
- Sponsor EIN: 611737794
- Sponsor Address: 382 NE 191ST ST., MIAMI, FL, 33179
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 86 | $3.9M | $0 | $607,115 |
| 2023 | 68 | $3.3M | $0 | $519,318 |
| 2022 | 65 | $2.6M | $0 | $541,564 |
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 |
|---|---|---|---|---|
| LEAF & COLE LLP | 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 | $624,780 | — | $18,585 | — | — |
| 2023 | $389,293 | — | $14,556 | — | — |
| 2022 | $9,027 | — | — | — | — |