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  2. SARAH BRIDGES, PH. D., L.P., LLC
Sponsor portfolio

SARAH BRIDGES, PH. D., L.P., LLC

EIN 05-0553682-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
8
10111 267TH STREET W - LAKEVILLE, MN 55044
Plans on this EIN
2 filings
#002401k-$5.8M - 4 part#003CashBalance-$691K - 4 part

Retirement portfolio analytics

2 plans aggregated / $6.5M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • L.P., LLC 401(K) (#002)89%
  • L.P., LLC PENSION (#003)11%
Total $6.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • L.P., LLC 401(K) (#002)4
  • L.P., LLC PENSION (#003)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SARAH BRIDGES, PH.D., L.P., LLC 401(K) PLAN

401k

Assets$5.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SARAH BRIDGES, PH. D., L.P., LLC PENSION PLAN

CashBalance

Assets$691K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SARAH BRIDGES, PH.D., L.P., LLC 401(K) PLAN401k$5.8M42024
003SARAH BRIDGES, PH. D., L.P., LLC PENSION PLANCashBalance$691K42024
Retirement plans
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