Justin Pateman signed Bright Power, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bright Power, Inc.'s EIN is 20-2142932.
Download the official 2024 Form 5500 (PDF) for Bright Power, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bright Power, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT & INSURANCE ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $900 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $8.9M | 100.0% | |
| BlackRock LifePath Ind 2055 Fd K | Other securities | — | — | $1.9M | 20.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 14.5% | |
| BlackRock LifePath Ind 2050 Fd K | Other securities | — | — | $1.0M | 11.2% | |
| BlackRock LifePath Ind 2060 Fd K | Other securities | — | — | $980K | 11.0% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $475K | 5.3% | |
| BlackRock LifePath Ind 2045 Fd K | Other securities | — | — | $428K | 4.8% | |
| BlackRock LifePath Ind 2065 Fd K | Other securities | — | — | $404K | 4.5% | |
| JPMorgan Lrg Cp Growth Fnd R6 | Other securities | — | — | $395K | 4.4% | |
| BlackRock LifePath Ind 2040 Fd K | Other securities | — | — | $343K | 3.8% | |
| Vanguard Balanced Index Fund Adm | Common Collective Trusts | — | — | $302K | 3.4% | |
| BlackRock LifePath Ind 2035 Fd K | Other securities | — | — | $243K | 2.7% | |
| Vanguard Equity Income Fund Adm | Mutual Funds | — | — | $184K | 2.1% | |
| Fidelity US Bd Idx Fund | Common Collective Trusts | — | — | $172K | 1.9% | |
| Franklin Small Mid Cap Growth Fnd R6 | Mutual Funds | — | — | $158K | 1.8% | |
| Allspg Spec MdCp Vl Fd R6 | Other securities | — | — | $142K | 1.6% | |
| MFS International Growth Fund R6 | Mutual Funds | — | — | $114K | 1.3% | |
| American Funds Bond Fnd Amer R6 | Mutual Funds | — | — | $98K | 1.1% | |
| Invesco Small Cap Value Fund R6 | Mutual Funds | — | — | $97K | 1.1% | |
| ClrBrg Sm Cp Growth Fnd IS | Other securities | — | — | $83K | 0.9% | |
| Vanguard Federal Money Mrkt Fnd Inv | Mutual Funds | — | — | $52K | 0.6% | |
| Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $52K | 0.6% | |
| BlackRock LifePath Ind Ret Fd K | Other securities | — | — | $50K | 0.6% | |
| BlackRock LifePath Ind 2030 Fd K | Other securities | — | — | $18K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
