AUMdb

The Brightview Senior Living 401(k) Plan

Sponsored by Brightview Senior Living, Llc · EIN 522124576 · Plan #001

Total assets
$103M
Net assets
$103M
Active participants
4,852
With balances
5,984

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $422,812
Sc&H Attest Services, P.C. Accounting, Direct payment from the plan $22,005
National Financial Services Securities brokerage, Securities brokerage commissions $0