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Rockbridge Investment Management, LLC

Syracuse, NY, 13202

EIN 16-1558455
Plans
1
Total participants
72
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Rockbridge Investment Management 401(K)18
2023Form 5500-SF001Rockbridge Investment Manageme 401(K) Profit Sharing Plan & Trust19
2022Form 5500-SF001Rockbridge Investment Mgmt INC 401(K) Plan11
2021Form 5500-SF001Rockbridge Investment Mgmt INC 401(K) Plan12
2020Form 5500-SF001Rockbridge Investment Mgmt INC 401(K) Plan12

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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