Plan Snapshot
- Plan Sponsor: Brillant Corners
- Sponsor EIN: 562379862
- Sponsor Address: 854 FOLSOM STREET, SAN FRANCISCO, CA, 94107
- Plan Type: DC
- Total Participants: 494
- Total Assets: $17.1M
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 | 494 | $17.1M | $1.3M | $1.8M |
| 2023 | 470 | $13.1M | $1.2M | $1.7M |
| 2022 | 474 | $9.9M | $987,759 | $1.5M |
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 |
|---|---|---|---|---|
| BRINKER CAPITAL INVESTMENTS | INVESTMENT ADVISORY | $32,351 | — | $32,351 |
| OSAIC FA INC | INVESTMENT ADVISOR | — | $32,283 | $32,283 |
| LINCOLN FINANCIAL ADVISORS | INVESTMENT ADVISOR | $25,733 | — | $25,733 |
| PLAN DESIGN CONSULTANTS INC | TPA | $5,942 | $11,876 | $17,818 |
| NATIONWIDE | INVESTMENT ADVISOR | — | $12,940 | $12,940 |
| PEROTTI & CARRADE, CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC FA INC — INVESTMENT ADVISOR
- NATIONWIDE — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $121,125
- Estimated Expense Ratio: 0.708% 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 | $100,662 | $52,002 | $48,660 | — | — |
| 2023 | $137,380 | — | — | — | — |
| 2022 | $108,114 | — | $108,114 | — | — |