How big is Brightworks Wealth Management, LLC's plan?

Brightworks Wealth Management, LLC's plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20250702142932NAL0013806305001

Brightworks Wealth Management, LLC

Name: Brightworks Wealth Management, LLC — Brightworks, Form 5500 (2024)
Creator: Brightworks Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brightworks Wealth Management 401(k) Plan

401(k) retirement plan · Brightworks Wealth Management, LLC's Brightworks Wealth Management 401(k) Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Nancy Briguglio signed Brightworks Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Nancy Briguglio — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brightworks Wealth Management, LLC's EIN is 45-2609748.

EIN 45-2609748

Plan number 001

Plan year 2024

ACK ID 20250702142932NAL0013806305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brightworks Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brightworks Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIGHTWORKS WEALTH MANAGEMENT, 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