OpenERISA

Three Bridge Wealth Advisors, LLC

Los Altos, CA, 94022

EIN 27-0566508
Plans
2
Total participants
47
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500001Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan8
2024Form 5500001Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan7
2023Form 5500001Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan8
2022Form 5500001Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan7
2021Form 5500001Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan5
2021Form 5500-SF002Three Bridge Wealth Advisors, LLC Cash Balance Plan0
2021Form 5500-SF002Three Bridge Wealth Advisors, LLC Cash Balance Plan0
2020Form 5500001Three Bridge Wealth Advisors, LLC 401(K) Profit Sharing Plan6
2020Form 5500-SF002Three Bridge Wealth Advisors, LLC Cash Balance Plan6

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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