Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OLD BRIDGE CAPITAL ADVISORS LLC
EIN 46-1754278Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
2
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 2 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
OLD BRIDGE CAPITAL ADVISORS 401(K) PLAN
401k
Assets$731K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OLD BRIDGE CAPITAL ADVISORS CASH BALANCE PLAN
CashBalance
Assets$623K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | OLD BRIDGE CAPITAL ADVISORS 401(K) PLAN | 401k | $731K | 1 | 2024 | |
| 002 | OLD BRIDGE CAPITAL ADVISORS CASH BALANCE PLAN | CashBalance | $623K | 1 | 2024 |
Retirement plans