What public Form 5500 filings show about the Bright Star Financial Advisors 401(k) plan — and how to find and check your own account.
Bright Star Financial Advisors (EIN 88-3642834) reports BRIGHT STAR FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $201K in plan assets across 9 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Bright Star Financial Advisors filing — schedules, fees, and providers.
Bright Star Financial Advisors’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Bright Star Financial AdvisorsHR for the recordkeeper’s name and login.
