Brightway Insurance 401(k) Plan
Sponsored by Brightway Insurance, Llc · EIN 760738082 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 360
- With balances
- 263
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| Blackrock Fund Advisors CRD 105247 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $35,416 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Mfs Funds | Investment management, Shareholder servicing fees | $0 |
| Wells Fargo Funds Trust | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Blackrock Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Principal Fund | Investment management, Shareholder servicing fees | $0 |
| Great Gray Trp Fund | Investment management, Shareholder servicing fees | $0 |
| Wilmington Trust Europac | Investment management, Shareholder servicing fees | $0 |
| Allspring Gobal Fund | Investment management, Shareholder servicing fees | $0 |