Plan Ledger DOL Form 5500 · updated monthly

Bridge Group Hh, Inc.401(k)

BRIDGE GROUP HH, INC. 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.99%

Bridge Group Hh, Inc. reported $75,969 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.86% to 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (5,990th of 9,483), and 518th of 945 in agriculture, forestry & fishing. active participation has shrunk from 1,052 to 375 since 2022.

Plan summary
Net assets, end of year$8,058,457
Participants with balances402
Active participants375
Employer contributions—
Employee contributions$972,028
Employer contribution per active participant—
Average account balance$20,046
Benefits paid to participants$1,577,954
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPAS + ADVISORS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 402 accts
2023$7.3M · 469 accts · $219K emplr
2022$5.9M · 425 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,969
Total administrative$75,969
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
CAMBRIDGE INVESTMENT RESEARCH INC · Investment advisory (plan)$38,405
PREMIER PLAN CONSULTANTS · Contract administrator$6,100
EMPOWER ADVISORY GROUP, LLC · Investment management$5,005

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$75,969 · 0.99%
2023$67,047 · 1.02%
2022$46,709 · 0.86%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Hollandia Dairy, Inc. CA$8.8M · 0.19%
Boskovich Farms, Inc. CA$8.7M · 0.64%
Bee Sweet Citrus, Inc. CA$8.3M · 1.36%
Bidart Bros. CA$8.0M · 0.56%
Rivermaid Trading Company CA$7.9M · 0.54%
Robinson Enterprises Inc CA$7.7M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 814194876 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.