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, Bridge Investment Group 401(K) Retirement Plan is a benefit plan reported by Bridge Investment Group Holdings LLC A Delaware LLC under EIN 45-4084424 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,542 participants and $82,123,101 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,123,101
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,123,101
- Net assets (BOY)
- $56,131,177
Income & contributions
- Employer contributions
- $8,400,840
- Participant contributions
- $10,806,823
- Total contributions
- $21,285,959
- Total income / additions
- $33,075,252
Expenses & distributions
- Benefits paid
- $6,754,500
- Administrative expenses
- $313,680
- Total expenses
- $7,083,328
- Net increase / (decrease)
- $25,991,924