Original filing (PDF)20240126134334NAL0020340144001

Brightstep Partners

Name: Brightstep Partners — Forus 401(k), Form 5500 (2023)
Creator: Brightstep Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Forus 401(k)

401(k) retirement plan · Brightstep Partners' Forus 401(k) filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Cindy Bloch signed Brightstep Partners' 2023 Form 5500 as plan administrator.

Cindy Bloch — 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

Brightstep Partners' EIN is 47-2696488.

EIN 47-2696488

Plan number 001

Plan year 2023

ACK ID 20240126134334NAL0020340144001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Brightstep Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Brightstep Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIGHTSTEP PARTNERS.

Finding similar companies…

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