How big is Brightwater Advisory's plan?

Brightwater Advisory's plan reported $805K in assets and 5 participants for 2024.

Original filing (PDF)20250707122915NAL0008694770001

Brightwater Advisory

Name: Brightwater Advisory — Brightwater Advisory 401(k), Form 5500 (2024)
Creator: Brightwater Advisory
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brightwater Advisory 401(k) Plan

401(k) retirement plan · Brightwater Advisory's Brightwater Advisory 401(k) Plan held $805K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$805K

Net assets (EOY)

$805K

People on this filing

Laurie Allen signed Brightwater Advisory's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Brightwater Advisory's EIN is 46-4056200.

EIN 46-4056200

Plan number 001

Plan year 2024

ACK ID 20250707122915NAL0008694770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brightwater Advisory from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brightwater Advisory'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 BRIGHTWATER ADVISORY.

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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