Plan Snapshot
- Plan Sponsor: Brightview Landscapes, LLC
- Sponsor EIN: 421724313
- Sponsor Address: 980 JOLLY ROAD, SUITE 300, BLUE BELL, PA, 19422
- Plan Type: 401(k)
- Total Participants: 14,899
- Total Assets: $378.4M
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 | 14,899 | $378.4M | $10.7M | $22.4M |
| 2023 | 16,188 | $358.0M | $11.4M | $23.8M |
| 2022 | 16,675 | $308.4M | $11.4M | $26.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $93,971 | — | $93,971 |
| MERCER (US) INC. | CONSULTANT | $42,127 | — | $42,127 |
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | $23,637 | — | $23,637 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,735
- Estimated Expense Ratio: 0.042% 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 | $62,086 | — | — | $23,637 | — |
| 2023 | $77,282 | $89,496 | — | $22,523 | — |
| 2022 | $536,112 | $65,281 | — | — | — |