Plan Ledger DOL Form 5500 · updated monthly

Bridge Investment Group Holdings LLC a Delaware LLC401(k)

BRIDGE INVESTMENT GROUP 401(K) RETIREMENT PLAN · SANDY, UT · plan year 2024

Reported admin expense ratio · 2024
0.42%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Bridge Investment Group Holdings LLC a Delaware LLC reported $387,361 in plan administrative expenses for 2024: 0.42% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,683 per active participant. 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 fell from 0.45% to 0.42%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 81st-largest of 848 plans among Utah employers on file, and the 120th of 2,096 in real estate & leasing. In 2024, employees put in $1.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$103,959,581
Participants with balances2,660
Active participants2,031
Employer contributions$9,511,700
Employee contributions$11,966,376
Employer contribution per active participant$4,683
Average account balance$39,083
Benefits paid to participants$13,408,592
Plan auditUnmodified (clean) audit opinion
AuditorEBP AUDITS/PEGGY S. EDGE, CPA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$104.0M · 2,660 accts · $9.5M emplr
2023$82.1M · 2,863 accts · $8.4M emplr
2022$56.1M · 2,203 accts · $6.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$289,276
Investment management$98,085
Total administrative$387,361
The Bridge Investment Group Holdings LLC a Delaware LLC 401(k) match · 2024
Employer contribution per active participant$4,683
Median for plans this size$3,635
2024$4,683 per active participant
2023$3,920 per active participant
2022$3,127 per active participant

Bridge Investment Group Holdings LLC a Delaware LLC's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20242
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$98,085

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$387,361 · 0.42%
2023$313,680 · 0.45%
2022$249,948 · 0.45%
Same employer
Similar plansReal Estate & Leasing · Utah
Extra Space Management, Inc. UT$211.1M · 0.23%
The Inland Group, LLC IL$108.5M · 0.18%
Sl Green Realty Corp NY$107.1M · 0.06%
Maxim Crane Works, LP PA$106.6M · 0.20%
Welltower Inc. OH$104.3M
Gables Residential Services GA$103.9M · 0.27%
The Hartz Group, Inc. NJ$103.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454084424 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.