Sponsor portfolio
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
EIN 16-1558455financial servicesLatest filing 2024
Plans
1
Retirement
1
$3.1M assets
Welfare
0
Participants
20
220 S WARREN STREET, 9TH FLOOR - SYRACUSE, NY 13202315-671-1923rockbridgeinvest.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROCKBRIDGE INVESTMENT MANAGEMENT 401(K) | 401k | $3.1M | 20 | 2024 |
Retirement plans