Back to filter
Original filing (PDF)20250923160844NAL0015265266001
BURRELL-PREFERRED, INC. D/B/A BRIGHTLI
Form 5500-SF
FILING_RECEIVED
BURRELL BEHAVIORAL HEALTH 403A RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
1
Plan assets (EOY)
$785
Net assets (EOY)
$785
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURRELL-PREFERRED, INC. D/B/A BRIGHTLI.
Plan sponsor
Name
BURRELL-PREFERRED, INC. D/B/A BRIGHTLI
EIN
43-1081715
Address
2885 W BATTLEFIELD RD. · SPRINGFIELD, MO · 65807
Phone
(417) 761-5060
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
MY COMMUNITY SUPPORT SERVICES, LLC
MY COMMUNITY SUPPORT SERVICES, LLC GHT BENEFIT PLAN
$793 · 8 participants
EMBODIED WELLNESS CENTER, PLLC
EMBODIED WELLNESS CENTER, PLLC 401(K) PLAN
$767 · 2 participants
FAMSPRING
FAMSPRING 401(K) PLAN
$814 · 5 participants
LOUISVILLE ADDICTION CENTER
LOUISVILLE ADDICTION CENTER CBS BENEFIT PLAN
$721 · 8 participants
PROXIMA B COUNSELING, INC.
PROXIMA B COUNSELING, INC. 401(K) PLAN
$699 · 1 participants
EMAGINE HEALTH SERVICES LLC
EMAGINE HEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST
$907 · 38 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B