Bridgewell 403(b) Plan
Sponsored by Bridgewell, Inc. · EIN 042296940 · Plan #002
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 1,175
- With balances
- 452
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $65,034 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $24,341 |
| Onedigital Investment Advisors Llc | Investment advisory (plan), Consulting fees | $11,974 |
| Onedigital Topco Llp | Other fees | $0 |