Plan Snapshot
- Plan Sponsor: Brighton G&B Holdings INC.
- Sponsor EIN: 822548498
- Sponsor Address: 9800 S. MONROE ST, SANDY, UT, 84070
- Plan Type: 401(k)
- Total Participants: 871
- Total Assets: $13.7M
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 | 871 | $13.7M | $951,437 | $2.0M |
| 2023 | 714 | $9.9M | $813,852 | $1.7M |
| 2022 | 635 | $6.6M | $668,898 | $1.4M |
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 |
|---|---|---|---|---|
| VALENTINE & CALDWELL CPAS, PC | 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 | $95,037 | $60,337 | $7,315 | — | — |
| 2023 | $63,614 | $40,458 | $4,760 | — | — |
| 2022 | $46,146 | $29,667 | $16,479 | — | — |