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

Brightworks Wealth Management, LLC's plan reported $188K in assets and 3 participants for 2025.

Original filing (PDF)20260417094154NAL0026239139001

Brightworks Wealth Management, LLC

Name: Brightworks Wealth Management, LLC — Brightworks, Form 5500 (2025)
Creator: Brightworks Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brightworks Wealth Management Cash Balance Plan

Defined-benefit pension plan · Brightworks Wealth Management, LLC's Brightworks Wealth Management Cash Balance Plan held $188K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

People on this filing

Nancy Briguglio signed Brightworks Wealth Management, LLC's 2025 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 002

Plan year 2025

ACK ID 20260417094154NAL0026239139001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brightworks Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brightworks Wealth Management, LLC's plan includes a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score