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

> 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)

- **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|

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