AUMdb

Brightli Retirement Savings Plan

Sponsored by Burrell Preferred, Inc. Dba Brightli · EIN 872756443 · Plan #001

Total assets
$94.8M
Net assets
$94.8M
Active participants
6,519
With balances
3,976

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Insurance & Annuity Recordkeeping fees $170,458
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $0