# Bridgewest Capital Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/bridgewest-capital-management-llc-401k-plan

> Bridgewest Capital Management LLC's 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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