Plan Snapshot
- Plan Sponsor: Brightstar Care Of Louisville
- Sponsor EIN: 273472347
- Sponsor Address: 406 BLANKENBAKER PARKWAY, LOUISVILLE, KY, 40243
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 132
- Total Assets: $538,863
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 | 132 | $538,863 | $67,089 | $177,035 |
| 2023 | 112 | $241,900 | $36,563 | $113,768 |
| 2022 | 76 | $79,342 | $16,421 | $57,406 |
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 |
|---|---|---|---|---|
| DSR CPA AND CONSULTANTS LLC | 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 | $3,145 | $1,775 | — | — | — |
| 2023 | $14,395 | — | — | — | — |
| 2022 | $28,667 | — | — | — | — |