Plan Snapshot
- Plan Sponsor: Brightview Senior Living, LLC
- Sponsor EIN: 522124576
- Sponsor Address: 218 NORTH CHARLES STREET, BALTIMORE, MD, 21201
- Plan Type: 401(k)
- Total Participants: 4,852
- Total Assets: $103.1M
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 | 4,852 | $103.1M | $2.6M | $11.7M |
| 2023 | 4,642 | $87.6M | $2.2M | $10.4M |
| 2022 | 4,231 | $68.9M | $2.0M | $9.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $422,812 | — | $422,812 |
| SC&H ATTEST SERVICES, P.C. | AUDITOR | $22,005 | — | $22,005 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- SC&H ATTEST SERVICES, P.C. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $444,817
- Estimated Expense Ratio: 0.431% 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 | $444,817 | — | — | $22,005 | — |
| 2023 | $401,168 | — | — | $20,150 | — |
| 2022 | $368,215 | — | — | — | $22,350 |