AUMdb

Employee Benefit Plan Of Bridgeway Behavioral Health Services

Sponsored by Bridgeway Behavioral Health Services · EIN 222257891 · Plan #001

Total assets
$22.3M
Net assets
$22.3M
Active participants
388
With balances
483

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $103,887
Belfint Lyons & Shuman Accounting, Direct payment from the plan $12,500
Mml Investors Services Llc Investment advisory (plan), Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0

Filing history

Plan year Assets Participants Source
01/01/2024 $22.3M 388 ack 20260403091206NAL0005429792001
01/01/2021 $19.2M 479 ack 20250321132343NAL0016395442001