Retirement plan

BRIDGE REPS, LLC 401(K) PROFIT SHARING PLAN & TRUST

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

BRIDGE REPS, LLCEIN 45-3250171Plan #001PY 2025

1123 BROADWAY, SUITE 208 - NEW YORK, NY 10010419-210-5267bridge-press.comLinkedIn1-10 employeeseducation management

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$549K

+30.4% from 2024

Total participants

0.0% from 2024

Average account balance

$78,427

+30.4% from 2024

Annual return

17.58%

+7.56 pp from 2024

Benchmarks

See 6,834 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,834 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$549K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$78K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$54K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.58%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1952

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$14K

$3416 / participant

Other / not subdivided$14K100.0%

% of EOY assets

2.489%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,427

$154,754-49.3%

$124,206-36.9%

$138,895-43.5%

Participation rate

100.0%

75.5%+24.5pp

69.6%+30.4pp

79.9%+20.1pp

Annual return

17.58%

709.28%-691.7pp

515.27%-497.7pp

145.39%-127.8pp

Employer contribution / active EE

$4,446-100.0%

$3,540-100.0%

$4,194-100.0%

Participant deferral / active EE

$13,495

$4,621+192.0%

$3,968+240.1%

$6,396+111.0%

Admin fee / account holder

$1,952

$6,690-70.8%

$5,929-67.1%

$12,562-84.5%

BRIDGE REPS, LLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIDGE REPS, LLC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion