Brightstar Credit Union 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Brightstar Credit Union
  • Sponsor EIN: 590653174
  • Sponsor Address: 5901 DEL LAGO CIRCLE, SUNRISE, FL, 333136341
  • Plan Type: 401(k)
  • Total Participants: 165
  • Total Assets: $12.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024165$12.3M$338,043$587,570
2023166$11.2M$313,815$524,021
2022158$9.6M$317,391$552,030

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
WARREN AVERETT, LLCAuditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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$44,948$10,196$29,653
2023$36,792$8,317$24,317
2022$34,935$7,509$27,426

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