Retirement plan

THE BRIDGE SCHOOL TAX SHELTERED ANNUITY 403(B) PLAN

Name: THE BRIDGE SCHOOL - THE BRIDGE SCHOOL TAX SHELTERED ANNUITY 403(B) PLAN (2025) Form 5500
Creator: THE BRIDGE SCHOOL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE BRIDGE SCHOOL TAX SHELTERED ANNUITY 403(B) PLAN, THE BRIDGE SCHOOL

THE BRIDGE SCHOOLEIN 95-4068784Plan #001PY 2025

545 EUCALYPTUS AVE. - HILLSBOROUGH, CA 94010650-696-7295bridgeschool.orgLinkedIn11-50 employeeseducation management

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$6.7M

+1.1% from 2024

Total participants

+2.8% from 2024

Average account balance

$196,048

-13.8% from 2024

Annual return

10.01%

-1.93 pp from 2024

Benchmarks

See 2,213 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort2,213 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.67M

Not enough data

1 years with asset history on file

Average account balance

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

$196K

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.

125.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$287K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+10.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26301

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 codes2M3D2G2F2T

Plan features

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$894K

$33119 / participant

Other / not subdivided$894K100.0%

% of EOY assets

13.415%

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

$196,048

$50,554+287.8%

$67,681+189.7%

$87,485+124.1%

Participation rate

88.9%

67.7%+21.2pp

73.7%+15.2pp

68.9%+20.0pp

Annual return

10.01%

17.81%-7.8pp

590.58%-580.6pp

26.06%-16.0pp

Employer contribution / active EE

$3,304

$1,988+66.2%

$2,678+23.4%

$2,596+27.3%

Participant deferral / active EE

$7,343

$2,961+148.0%

$3,976+84.7%

$4,274+71.8%

Admin fee / account holder

$26,301

$4,132+536.4%

$6,100+331.2%

$7,775+238.3%

THE BRIDGE SCHOOL TAX SHELTERED ANNUITY 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE BRIDGE SCHOOL TAX SHELTERED ANNUITY 403(B) 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