Plan Snapshot
- Plan Sponsor: Brighthouse Services, LLC
- Sponsor EIN: 813094008
- Sponsor Address: 11225 NORTH COMMUNITY HOUSE ROAD, CHARLOTTE, NC, 28277
- Plan Type: 401(k)
- Total Participants: 1,425
- Total Assets: $322.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,425 | $322.8M | $20.3M | $19.2M |
| 2023 | 1,455 | $263.3M | $19.8M | $18.6M |
| 2022 | 1,452 | $199.6M | $18.3M | $17.5M |
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 |
|---|---|---|---|---|
| CROWE, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $23,272 | — | — | — | — |
| 2023 | $20,163 | — | — | — | — |
| 2022 | $18,971 | — | — | — | $18,971 |