# Brillant Corners DC Plan
Source: https://planprovider.pro/companies/brillant-corners-plan

> Brillant Corners&#39;s DC plan: 494 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — INVESTMENT ADVISOR

- [NATIONWIDE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — 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|—|—|

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