How big is Brightwood Capital Advisors, LLC's plan?

Brightwood Capital Advisors, LLC's plan reported $12.9M in assets and 57 participants for 2024.

Original filing (PDF)20250715123846NAL0001605939001

Brightwood Capital Advisors, LLC

Name: Brightwood Capital Advisors, LLC — Brightwood, Form 5500 (2024)
Creator: Brightwood Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brightwood Capital Advisors, LLC Retirement Savings Plan

401(k) retirement plan · Brightwood Capital Advisors, LLC's Brightwood Capital Advisors, LLC Retirement Savings Plan held $12.9M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.9M

Net assets (EOY)

$12.9M

Plan identifiers

Brightwood Capital Advisors, LLC's EIN is 30-0609165.

EIN 30-0609165

Plan number 003

Plan year 2024

ACK ID 20250715123846NAL0001605939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brightwood Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brightwood Capital Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIGHTWOOD CAPITAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score