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)
- 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 | $63,970 | $180,296 |
| 2024 | 7 | $3.2M | $56,739 | $154,787 |
| 2023 | 8 | $2.8M | $53,630 | $143,787 |
| 2022 | 7 | $2.4M | $43,196 | $100,594 |