# Vertical Bridge Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/vertical-bridge-management-llc-401k-plan

> Vertical Bridge Management LLC's 401(k) plan: 331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vertical Bridge Management LLC

- **Sponsor EIN:** 352495267

- **Sponsor Address:** 750 PARK OF COMMERCE DRIVE, BOCA RATON, FL, 33487

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

- **Total Participants:** 331

- **Total Assets:** $29.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|331|$29.2M|$1.3M|$2.9M|

| 2023|275|$22.3M|$1.2M|$2.4M|

| 2022|221|$15.3M|$995,179|$2.0M|

## 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|

| GERSTLE, ROSEN & GOLDENBERG, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GERSTLE, ROSEN & GOLDENBERG, P.A.](https://planprovider.pro/provider/gerstle-rosen-and-goldenberg-pa) — Auditor

## 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|$2,288|—|—|—|—|

| 2023|$2,700|—|—|—|—|

| 2022|$1,669|—|—|—|—|

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