Plan Snapshot
- Plan Sponsor: Brightedge Technologies, INC.
- Sponsor EIN: 680659789
- Sponsor Address: 400 CONCAR DRIVE, SAN MATEO, CA, 94402
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $17.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 282 | $17.1M | $0 | $2.4M |
| 2023 | 306 | $15.3M | $531 | $2.5M |
| 2022 | 357 | $12.0M | $0 | $2.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $41,080 | — | $41,080 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $40,207 | — | $40,207 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $15,494 | — | $15,494 |
| ASCENSUS HOLDINGS INC DBA | Other Service Provider | $7,335 | — | $7,335 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,116
- Estimated Expense Ratio: 0.608% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $92,016 | — | $92,016 | — | — |
| 2023 | $77,032 | — | $77,032 | — | — |
| 2022 | $80,765 | — | $80,765 | — | — |