Sponsor portfolio
BEACON BRIDGE WEALTH PARTNERS
EIN 88-3705645financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
11
1600 N. BETHLEHEM PIKE, N-200 - LOWER GWYNEDD, PA 19401484-533-6600beaconbridgewealth.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 | BEACON BRIDGE WEALTH PARTNERS 401(K) PLAN | 401k | $1.7M | 11 | 2025 |
Retirement plans