Plan Snapshot
- Plan Sponsor: Brightsign, LLC
- Sponsor EIN: 273346203
- Sponsor Address: PO BOX 320250, LOS GATOS, CA, 95032
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $9.7M
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 | 82 | $9.7M | $0 | $707,175 |
| 2023 | 125 | $8.3M | $0 | $863,223 |
| 2022 | 117 | $6.8M | $0 | $896,892 |
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 |
|---|---|---|---|---|
| MML INVESTORS SERVICES | NONE | $22,703 | — | $22,703 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,703
- Estimated Expense Ratio: 0.234% 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 | $24,338 | $22,703 | $1,635 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |