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Original filing (PDF)20251015113519NAL0006120336001
BRIGHTVIEW, LLC
Form 5500
FILING_RECEIVED
BRIGHTVIEW, LLC 401(K) PLAN
401(k) retirement plan
Active participants
728
Accounts w/ balance
1,144
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 63 bps in Schedule C fees — 119% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIGHTVIEW, LLC.
Plan sponsor
Name
BRIGHTVIEW, LLC
EIN
47-2519577
Address
4600 MONTGOMERY ROAD · SUITE 400 · CINCINNATI, OH · 45212
Phone
(859) 539-8000
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $71K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS 2 LCC | — | CINCINNATI, OH | INVESTMENT ADVISOR | $40K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $23K | — |
Investments
30 direct securities · 2 pooled funds· $21.2M(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
$20.9M
30 holdings
Common Collective Trust
$296K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2050 Fund Class R6 | — | — | — | $3.2M | 15.2% | |
| Nuveen Lifecycle Index 2055 Fund Class R6 | — | — | — | $2.1M | 9.9% | |
| Nuveen Lifecycle Index 2040 Fund Class R6 | — | — | — | $2.0M | 9.6% | |
| Nuveen Lifecycle Index 2035 Fund Class R6 | — | — | — | $2.0M | 9.6% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.0M | 9.4% | |
| Nuveen Lifecycle Index 2045 Fund Class R6 | — | — | — | $1.8M | 8.3% | |
| Nuveen Lifecycle Index 2060 Fund Class R6 | — | — | — | $1.4M | 6.6% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $819K | 3.9% | |
| Nuveen Lifecycle Index 2030 Fund Class R6 | — | — | — | $775K | 3.7% | |
| Nuveen Lifecycle Index 2025 Fund Class R6 | — | — | — | $646K | 3.0% | |
| Nuveen Lifecycle Index 2065 Fund Class R6 | — | — | — | $439K | 2.1% | |
| Participant Loans to participants, bearing interest from 9.75% to 10.50% | — | — | — | $349K | 1.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $337K | 1.6% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N | — | — | — | $294K | 1.4% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $263K | 1.2% | |
| Fidelity Investments Fidelity Advisor International Growth Fund Class Z | — | — | — | $253K | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $250K | 1.2% | |
| Janus Henderson Janus Henderson Venture Fund Class N | — | — | — | $242K | 1.1% | |
| Nuveen Lifecycle Index Retirement Income Fund Class R6 | — | — | — | $230K | 1.1% | |
| Nationwide Fixed Select Option | — | — | — | $189K | 0.9% | |
| Empower Annuity Insurance Company of America EI Fixed Account - Series Class I | — | — | — | $177K | 0.8% | |
| JPMorgan Emerging Markets Equity Fund Class R6 | — | — | — | $173K | 0.8% | |
| Nuveen Lifecycle Index 2010 Fund Class R6 | — | — | — | $173K | 0.8% | |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $168K | 0.8% | |
| Nuveen Lifecycle Index 2020 Fund Class R6 | — | — | — | $164K | 0.8% | |
| Nuveen Lifecycle Index 2015 Fund Class R6 | — | — | — | $147K | 0.7% | |
| JPMorgan Core Plus Bond Fund Class R6 | — | — | — | $135K | 0.6% | |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $129K | 0.6% | |
| Allspring Global Investments Allspring Special Small Cap Value Fund Institutional Class | — | — | — | $115K | 0.5% | |
| AllianceBernstein AB Global Bond Fund Class I | — | — | — | $98K | 0.5% | |
| Columbia Threadneedle Columbia High Yield Bond Fund Institutional 2 Class | — | — | — | $54K | 0.3% | |
| American Beacon American Beacon International Equity Fund Class R5 | — | — | — | $35K | 0.2% |
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