Sponsor portfolio
THREE BRIDGES PLANNING LLC
EIN 83-4600972financial servicesLatest filing 2025
Plans
1
Retirement
1
$648K assets
Welfare
0
Participants
5
304 S HARBOR CITY BLVD STE 200 - MELBOURNE, FL 329011382855-265-1059threebridgesplanning.comLinkedIn1-10 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 | THREE BRIDGES PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $648K | 5 | 2025 |
Retirement plans