Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRIDGE LOAN FINANCIAL, INC.
EIN 46-4058489real estateLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
5
500 NEWPORT CENTER DRIVE, SUITE 570 - NEWPORT BEACH, CA 92660888-257-8051bridgeloanfinancial.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 5 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
BRIDGE LOAN FINANCIAL, INC. CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRIDGE LOAN FINANCIAL, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$647K
Participants3
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 | BRIDGE LOAN FINANCIAL, INC. CASH BALANCE PLAN | CashBalance | $3.0M | 2 | 2024 | |
| 002 | BRIDGE LOAN FINANCIAL, INC. 401(K) PROFIT SHARING PLAN | 401k | $647K | 3 | 2024 |
Retirement plans