# Brightway Insurance, LLC DC Plan
Source: https://planprovider.pro/companies/brightway-insurance-llc-plan

> Brightway Insurance, LLC's DC plan: 360 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brightway Insurance, LLC

- **Sponsor EIN:** 760738082

- **Sponsor Address:** 3733 UNIVERSITY BOULEVARD WEST, JACKSONVILLE, FL, 32217

- **Plan Type:** DC

- **Total Participants:** 360

- **Total Assets:** $9.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|360|$9.3M|$536,484|$1.1M|

| 2023|340|$7.3M|$210,422|$434,150|

## 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|

| T. ROWE PRICE RPS, INC.|NONE|$35,416|—|$35,416|

| ELLIN & TUCKER|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ELLIN & TUCKER](https://planprovider.pro/provider/ellin-and-tucker-chartered) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,416

- **Estimated Expense Ratio:** 0.381% 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|$35,416|—|—|—|—|

| 2023|$23,878|—|—|—|—|

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