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Original filing (PDF)20251006111916NAL0003327793001
BRIGHTVIEW LANDSCAPES, LLC
Form 5500
FILING_RECEIVED
THE BRIGHTVIEW 401(K) PLAN
401(k) retirement plan
Active participants
14,899
Accounts w/ balance
5,569
Plan assets (EOY)
$378.4M
Net assets (EOY)
$378.4M
How this plan invests
This plan
3 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 37% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIGHTVIEW LANDSCAPES, LLC.
Plan sponsor
Name
BRIGHTVIEW LANDSCAPES, LLC
EIN
42-1724313
Address
980 JOLLY ROAD, SUITE 300 · BLUE BELL, PA · 19422
Phone
(800) 451-7272
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$205K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $94K | — |
| MERCER (US) INC. | 13-2834414 | — | CONSULTANT | $42K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $24K | — |
Investments
26 direct securities · 3 pooled funds· $388.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$354.9M
25 holdings
Common Collective Trust
$33.1M
3 holdings
Mutual Funds
$962K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund - Class K6 N/R | — | — | — | $45.7M | 12.1% | |
| Fidelity Freedom 2040 Fund - Class K6 N/R | — | — | — | $44.2M | 11.7% | |
| Fidelity Freedom 2045 Fund - Class K6 N/R | — | — | — | $43.3M | 11.4% | |
| Fidelity Freedom 2035 Fund - Class K6 N/R | — | — | — | $43.1M | 11.4% | |
| Fidelity 500 Index Fund N/R | — | — | — | $37.0M | 9.8% | |
| Fidelity Freedom 2025 Fund - Class K6 N/R | — | — | — | $25.7M | 6.8% | |
| Fidelity Freedom 2050 Fund - Class K6 N/R | — | — | — | $25.0M | 6.6% | |
| WT CIF II GROWTH 2 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 033 | Common Collective Trust | — | — | $22.5M | 6.0% | |
| Fidelity Freedom 2055 Fund - Class K6 N/R | — | — | — | $14.0M | 3.7% | |
| Common Collective Trust Funds Galliard Capital Management Galliard Stable Return Fund E N/R | — | — | — | $9.1M | 2.4% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $9.1M | 2.4% | |
| Fidelity Freedom 2020 Fund - Class K6 N/R | — | — | — | $7.6M | 2.0% | |
| John Hancock John Hancock Funds Disciplined Value Fund N/R | — | — | — | $6.9M | 1.8% | |
| William Blair William Blair Small Cap Growth R6 N/R | — | — | — | $6.6M | 1.7% | |
| Fidelity U.S. Bond Index Fund N/R | — | — | — | $6.3M | 1.7% | |
| Class R6 Vanguard Total International Stock Index N/R | — | — | — | $6.2M | 1.6% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $5.8M | 1.5% | |
| Fidelity Extended Market N/R | — | — | — | $5.6M | 1.5% | |
| Fidelity Freedom 2060 Fund - Class K6 N/R | — | — | — | $5.6M | 1.5% | |
| Fidelity Diversified International K6 Fund N/R | — | — | — | $4.6M | 1.2% | |
| Fidelity Freedom 2015 Fund - Class K6 N/R | — | — | — | $3.4M | 0.9% | |
| Fidelity Total Bond K6 Fund N/R | — | — | — | $3.0M | 0.8% | |
| Fidelity Freedom Income K6 N/R | — | — | — | $2.1M | 0.6% | |
| Fidelity Freedom 2065 Fund - Class K6 N/R | — | — | — | $1.6M | 0.4% | |
| Victory Capital Victory Integrity Small/Mid-Cap Value Fund C N/R | — | — | — | $1.4M | 0.4% | |
| VICT INT SMMDCP VL C GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $1.4M | 0.4% | |
| BlackRock Strategic Income Opps K N/R | Mutual Funds | — | — | $962K | 0.3% | |
| Fidelity Freedom 2010 Fund - Class K6 N/R | — | — | — | $890K | 0.2% | |
| Money Market Funds * Fidelity Government Money Market Fund N/R 97 * Fidelity Government Money Market Fund K6 N/R | — | — | — | $298K | <0.1% |
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