Filings through Oct 24, 2026.

Retirement plan

Capitol Bridge LLC 401(k) Profit Sharing Plan

Name: CAPITOL BRIDGE LLC - CAPITOL BRIDGE LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: CAPITOL BRIDGE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITOL BRIDGE LLC 401(K) PROFIT SHARING PLAN, CAPITOL BRIDGE LLC

Capitol Bridge LLCEIN 37-1695438Plan #001PY 2025

671 N. GLEBE RD, SUITE 1600 - ARLINGTON, VA 22203571-213-9575capitolbridge.comLinkedIn51-200 employeesinformation technology and services

Prospect flagsLow participationRecently reached 100 employeesFailed to transmit contributionsFund lineup: 7 funds, $6.0M

How to read this page

Total assets (EOY)

$6.3M

+3.8% from 2024

Total participants

634

+331.3% from 2024

Average account balance

$18,205

-70.3% from 2024

Annual return

21.63%

-4.96 pp from 2024

Benchmarks

See 2,198 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,198 peers

Snapshot2025

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Analytics

See the 8-year trajectory with Pro.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
EMPOWER ADVISORY GROUP, LLC1 year Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$23,534
EPIC RETIREMENT PLAN SERVICES1 year Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 2215 PLANK RD · FREDERICKSBURG, VA 22401	Contract Administrator	$8,286
EMPOWER ADVISORY GROUP, LLC1 year Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$5,969

Fund lineup

CSV with Pro

7 funds of $250K or more; 32 lines in all, holding $6.0M of the plan's $6.3M. From the 2025 filing. Recordkeeper: Empower.

In collective trusts63%median 0% for plans of $5M to $50M (40,449 plans)

In index funds34%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series0%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$1.7M	28.4%
Great Gray Trust American Funds 2045 I Capital Group · Collective trust	Capital Group	Collective trust	$1.1M	17.8%
Great Gray Trust American Funds 2055 I Capital Group · Collective trust	Capital Group	Collective trust	$644K	10.7%
Great Gray Trust American Funds 2050 I Capital Group · Collective trust	Capital Group	Collective trust	$515K	8.6%
Great Gray Trust American Funds 2025 I Capital Group · Collective trust	Capital Group	Collective trust	$400K	6.6%
Great Gray Trust American Funds 2030 I Capital Group · Collective trust	Capital Group	Collective trust	$391K	6.5%
Great Gray Trust American Funds 2035 I Capital Group · Collective trust	Capital Group	Collective trust	$386K	6.4%
Great Gray Trust American Funds 2040 I Capital Group · Collective trust	Capital Group	Collective trust	$227K	3.8%
Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$156K	2.6%
Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$74K	1.2%

See the other 22 lines in this lineup with Pro.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$24K

$123 / participant

Contract admin$24K100.0%

% of EOY assets

0.385%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CLARK, SCHAEFER, HACKETT & CO.
Auditor EIN: 310800053
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

EMPOWER ADVISORY GROUP, LLC1 year

Filed as: EMPOWER ANNUITY INS CO OF AMERICA

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$23,534

EPIC RETIREMENT PLAN SERVICES1 year

Filed as: BENCHMARK RETIREMENT PLAN SERVICES

Service code 13

2215 PLANK RD · FREDERICKSBURG, VA 22401

Contract Administrator

$8,286

EMPOWER ADVISORY GROUP, LLC1 year

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$5,969

Fund

Dollars

% of funds%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$1.7M

28.4%

Great Gray Trust American Funds 2045 I