Bridgewater Associates, Lp 401(k) Plan
Sponsored by Bridgewater Associates, Lp · EIN 271437501 · Plan #001
- Total assets
- $614M
- Net assets
- $614M
- Active participants
- 1,213
- With balances
- 2,665
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Greenline Partners, Llc CRD 164192 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Greenline Partners Llc | Investment advisory (participants), Direct payment from the plan | $52,777 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $2,880 |