Plan Snapshot
- Plan Sponsor: Brightview, LLC
- Sponsor EIN: 472519577
- Sponsor Address: 4600 MONTGOMERY ROAD, CINCINNATI, OH, 45212
- Plan Type: 401(k)
- Total Participants: 728
- Total Assets: $21.2M
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 | 728 | $21.2M | $2.1M | $3.4M |
| 2023 | 1,414 | $15.7M | $1.8M | $3.1M |
| 2022 | 1,310 | $8.4M | $1.3M | $2.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $71,478 | — | $71,478 |
| HAUSER RETIREMENT SOLUTIONS 2 LCC | Investment Advisor | $39,874 | — | $39,874 |
| NOVA 401(K) ASSOCIATES | Other Service Provider | $23,468 | — | $23,468 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,820
- Estimated Expense Ratio: 0.635% 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 | $139,371 | — | $139,371 | — | — |
| 2023 | $53,731 | — | — | — | — |
| 2022 | $41,278 | — | — | — | — |