Bridge Investment Group Holdings LLC a Delaware LLC 401(k) Review & Grade
Bridge Investment Group 401(k) Retirement Plan
Sandy, UTReal Estate & Rental2,082 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$4,567Employer $ per active participant
$5,746Employee $ saved per active participant
0.42%Direct admin cost, % of plan assets
$104.0MNet plan assets, end of year
$39,083Average balance per account
Score breakdown
- Employer generosity45.3 / 5091th percentile for employer $ per participant
- Low cost7.3 / 2529th percentile for low admin cost vs. same-size plans
- Employee saving11.3 / 1575th percentile for employee $ per participant
- Plan features3 / 10Default investment
- Red-flag deductions-10 pts1 issue reported on the filing
Total score57 / 100 · Grade C
This plan vs. peers
Peers: Real Estate & Rental plans with 500–2,499 active participants (291 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 91th |
| Lower admin cost | 29th |
| Employee saving | 75th |
| Peers that auto-enroll | 47% |
Get the monthly 401(k) report card
The best and worst plans, new grades as filings post. One email a month, no spam.
Red flags from the filing
Late deposits: the filing says some employee contributions were not sent to the plan on time ($6,653,007 reported). That's money taken from paychecks that sat with the employer longer than the law allows.
What to do if you're in this plan
- Bridge Investment Group Holdings LLC a Delaware put in about $4,567 per active participant, more than the typical peer ($1,279). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Direct plan expenses (0.42% of assets) are well above similar-size plans (0.23%). Check your annual fee disclosure, choose low-cost index funds if you can, and think about whether savings beyond the match belong in an IRA.
- The plan reported late deposits of employee contributions. Compare your pay stubs with your account statements, and contact the plan administrator if money shows up late.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $9,511,700 |
| Participant (employee) contributions | $11,966,376 |
| Other contributions (incl. rollovers in) | $1,134,502 |
| Administrative expenses paid from the plan | $387,361 |
| Investment advisory & management fees | $98,085 |
| Benefits paid out | $13,408,592 |
| Net assets, start / end of year | $82.1M / $104.0M |
| Active participants, start / end of year | 2,134 / 2,031 |
| Participants with account balances | 2,660 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Ebp Audits/peggy S. Edge, CPA, LLC |
Largest service providers (Schedule C)
| Empower Annuity Insurance Company | $289,276 reported compensation |
| Onedigital Investment Advisors LLC | $98,085 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250926150302NAL0021884882001, received 2025-09-26, EIN 45-4084424, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.