Retirement plan

BRIDGEMARK 401(K) PLAN

Name: BRIDGEMARK HEALTHCARE, LLC - BRIDGEMARK 401(K) PLAN (2024) Form 5500
Creator: BRIDGEMARK HEALTHCARE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIDGEMARK 401(K) PLAN, BRIDGEMARK HEALTHCARE, LLC

BRIDGEMARK HEALTHCARE, LLCEIN 47-0847045Plan #001PY 2024

500 NORTHWEST PLAZA DRIVE, SUITE 712 - SAINT ANN, MO 63074314-317-2018

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$8.1M

+20.8% from 2023

Total participants

1,182

+23.3% from 2023

Average account balance

$8,331

+14.4% from 2023

Annual return

13.57%

-3.66 pp from 2023

Benchmarks

See 4,117 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,117 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.15M

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

978

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.

77.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$47

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
MMA SECURITIES LLC1 year Service code 26 · EIN 22-3570392 PO BOX 9496 · NEW YORK, NY 10087	Advisory (Participants)	$22,695
PENTEGRA SERVICES, INC.4+ years Filed as: APS PENTEGRA Service code 14 · EIN 13-3892096 6830 COMMERCE COURT DR · BLACKLICK, OH 43004	Plan Administrator	$13,953
PENTEGRA SERVICES, INC.4+ years Filed as: PENTEGRA SERVICES INC Service code 14 · EIN 13-3745616 6830 COMMERCE COURT DR · BLACKLICK, OH 43004	Plan Administrator	$7,567

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3B3D3H

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$46K

$52 / participant

Other / not subdivided$46K100.0%

% of EOY assets

0.565%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MARR AND COMPANY, P.C.
Auditor EIN: 431490039
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$8,331

$50,902-83.6%

$155,534-94.6%

$77,736-89.3%

Participation rate

77.0%

63.1%+13.9pp

78.2%-1.2pp

70.6%+6.4pp

Annual return

13.57%

34.85%-21.3pp

64.92%-51.4pp

31.26%-17.7pp

Employer contribution / active EE

$257

$1,991-87.1%

$4,675-94.5%

$2,728-90.6%

Participant deferral / active EE

$1,235

$2,824-56.3%

$5,630-78.1%

$4,651-73.4%

Admin fee / account holder

$47

$437-89.2%

$15,900-99.7%

$433-89.1%

Provider

Service type

Compensation

MMA SECURITIES LLC1 year

Service code 26 · EIN 22-3570392

PO BOX 9496 · NEW YORK, NY 10087

Advisory (Participants)

$22,695

PENTEGRA SERVICES, INC.4+ years

Filed as: APS PENTEGRA

Service code 14 · EIN 13-3892096

6830 COMMERCE COURT DR · BLACKLICK, OH 43004

Plan Administrator

$13,953

PENTEGRA SERVICES, INC.4+ years

Filed as: PENTEGRA SERVICES INC

Service code 14 · EIN 13-3745616

6830 COMMERCE COURT DR · BLACKLICK, OH 43004

Plan Administrator

$7,567

BRIDGEMARK 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIDGEMARK 401(K) PLAN

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