The Bridgespan Group 401(K) Plan — Form 5500 plan (The Bridgespan Group)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Bridgespan Group 401(K) Plan is a benefit plan reported by The Bridgespan Group under EIN 31-1625487 and plan number 001. The latest loaded filing year is 2023. The filing reports 491 participants and $72,437,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Bridgespan Group
- EIN
- 31-1625487
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 491
- End-of-year plan assets
- $72,437,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 491 | H, C | 20240926113843NAL0000697617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,437,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,437,373
- Net assets (BOY)
- $56,768,184
Income & contributions
- Employer contributions
- $1,839,648
- Participant contributions
- $4,364,616
- Total contributions
- $6,672,073
- Total income / additions
- $18,317,852
Expenses & distributions
- Benefits paid
- $2,520,898
- Administrative expenses
- $127,765
- Total expenses
- $2,648,663
- Net increase / (decrease)
- $15,669,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Fiduciary Advisors LLC | ADVISOR | $80,118 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $36,285 | $0 | 2023 |