Plan Snapshot
- Plan Sponsor: Bridgewest Capital Management LLC
- Sponsor EIN: 611737794
- Sponsor Address: 382 NE 191ST ST., MIAMI, FL, 33179
- Plan Type: 401(k)
- Plan Number: 001
- 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 |
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