# Shadow Holdings, LLC Dba Bright Innovation Labs 401(k) Plan
Source: https://planprovider.pro/companies/shadow-holdings-llc-dba-bright-innovation-labs-401k-plan

> Shadow Holdings, LLC Dba Bright Innovation Labs's 401(k) plan: 344 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Shadow Holdings, LLC Dba Bright Innovation Labs

- **Sponsor EIN:** 261455829

- **Sponsor Address:** 26421 RUETHER AVE, SANTA CLARITA, CA, 91350

- **Plan Type:** 401(k)

- **Total Participants:** 344

- **Total Assets:** $5.8M

## 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.|

| 2023|344|$5.8M|$111,121|$1.1M|

| 2022|469|$4.7M|$151,207|$1.2M|

## 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|

| LPL FINANCIAL LLC RPCP|RIA|$25,150|—|$25,150|

| TROMBINO PENSION ADMINISTRATORS INC|THIRD PARTY ADMINISTRATO|$15,630|—|$15,630|

| JOHN HANCOCK LIFE INSURANCE CO USA|RECORDKEEPER|$12,802|—|$12,802|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE CO USA](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,582

- **Estimated Expense Ratio:** 0.920% 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|

| 2023|$51,130|$13,581|—|—|—|

| 2022|$46,505|$15,423|—|—|—|

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