# Bright Financial Advisors 401(k) Plan
Source: https://planprovider.pro/companies/bright-financial-advisors-plan

> Bright Financial Advisors's 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bright Financial Advisors

- **Sponsor EIN:** 383391331

- **Sponsor Address:** 450 W. CENTRE AVE, PORTAGE, MI, 49024

- **Plan Type:** 401(k)

- **Total Participants:** 12

- **Total Assets:** $3.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|12|$3.2M|$1,877|$14,411|

| 2023|14|$2.7M|$144,401|$160,497|

| 2022|11|$1.9M|$128,449|$145,641|

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