# Three Bridge Wealth Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/three-bridge-wealth-advisors-llc-270566508-001

> Three Bridge Wealth Advisors, LLC's 401(k) plan: 10 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Three Bridge Wealth Advisors, LLC

- **Sponsor EIN:** 270566508

- **Sponsor Address:** 240 THIRD STREET, SUITE 110, LOS ALTOS, CA, 94022

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

- **Plan Number:** 001

- **Total Participants:** 10

- **Total Assets:** $3.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|10|$3.8M|$0|$0|

| 2024|7|$3.2M|$56,739|$154,787|

| 2023|8|$2.8M|$53,630|$143,787|

| 2022|7|$2.4M|$43,196|$100,594|

## Similar Plans

- [Franklin Resources, INC.](https://planprovider.pro/companies/franklin-resources-inc-132670991-507) — 3,973 participants

- [Jtc Usa Holdings, INC.](https://planprovider.pro/companies/jtc-usa-holdings-inc-401k-plan) — 374 participants

- [Pathway Capital Management, LP](https://planprovider.pro/companies/pathway-capital-management-lp-954299348-501) — 226 participants

- [White Oak Global Advisors, LLC](https://planprovider.pro/companies/white-oak-global-advisors-llc-401k-plan) — 192 participants

- [Brandes Investment Partners, L.P.](https://planprovider.pro/companies/brandes-investment-partners-l-p-401k-plan) — 143 participants

- [Karlin Asset Management INC.](https://planprovider.pro/companies/karlin-asset-management-inc-401k-plan) — 112 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/three-bridge-wealth-advisors-llc-270566508-001)

© 2026 PlanProvider.Pro