How big is Brightview Senior Living, LLC's plan?

Brightview Senior Living, LLC's plan reported $103.1M in assets and 4,852 participants for 2024.

Original filing (PDF)20251015073554NAL0004264225002

Brightview Senior Living, LLC

Name: Brightview Senior Living, LLC — The Brightview, Form 5500 (2024)
Creator: Brightview Senior Living, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Brightview Senior Living 401(k) Plan

401(k) retirement plan · Brightview Senior Living, LLC's The Brightview Senior Living 401(k) Plan held $103.1M in plan assets for 4,852 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

4,852

Accounts w/ balance

5,984

Plan assets (EOY)

$103.1M

Net assets (EOY)

$103.0M

People on this filing

Ronald Bryan signed Brightview Senior Living, LLC's 2024 Form 5500 as plan administrator.

Ronald Bryan — 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

Brightview Senior Living, LLC's EIN is 52-2124576.

EIN 52-2124576

Plan number 001

Plan year 2024

ACK ID 20251015073554NAL0004264225002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brightview Senior Living, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brightview Senior Living, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 BRIGHTVIEW SENIOR LIVING, LLC.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (15th percentile).
Bottom-decile employer contributions per participant (6th percentile).

Plan sponsor

Name

BRIGHTVIEW SENIOR LIVING, LLC

EIN

all filings

Address

218 NORTH CHARLES STREET · SUITE 220 · BALTIMORE, MD · 21201

Phone

(410) 962-0595

Industry

Real Estate

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$423K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL FINANCIAL SERVICES	04-3523567	—	SECURITIES BROKER	$0	—

Accountant / Auditor

Investments

34 direct securities· $103.1M(100% of reported assets)

Other securities

$71.7M

14 holdings

Mutual Funds

$21.7M

18 holdings

Common Collective Trusts

$6.7M

1 holding

Bonds / Notes

$2.9M

1 holding

					% of plan
BlackRock Lifepath Index 2035 K	Other securities	—	—	$11.4M	11.1%
BlackRock Lifepath Index 2030 K	Other securities	—	—	$11.1M	10.8%
BlackRock Lifepath Index Retirement K	Other securities	—	—	$10.4M	10.1%
BlackRock Lifepath Index 2040 K	Other securities	—	—	$9.8M	9.5%
BlackRock Lifepath Index 2045 K	Other securities	—	—	$7.5M	7.3%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$6.7M	6.5%
BlackRock Lifepath Index 2050 K	Other securities	—	—	$6.5M	6.3%
BlackRock Lifepath Index 2055 K	Other securities	—	—	$5.1M	5.0%
Vanguard Total World Stock Index Admiral	Mutual Funds	—	—	$3.2M	3.1%
Vanguard Growth Index Admiral	Mutual Funds	—	—	$3.2M	3.1%
Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$2.9M	2.8%
Vanguard Developed Market Index Admiral	Mutual Funds	—	—	$2.9M	2.8%
American Funds American Mutual R6	Mutual Funds	—	—	$2.8M	2.7%
BlackRock LifePath Index 2060 K	Other securities	—	—	$2.6M	2.6%
Vanguard Total Bond Market Index Admiral	Mutual Funds	—	—	$2.1M	2.0%
T. Rowe Price Integrated US Small-Cap Growth Equity	Other securities	—	—	$2.0M	2.0%
Transamerica Guaranteed Investment Option	Other securities	—	—	$2.0M	2.0%
Vanguard Mid Cap Index Admiral	Mutual Funds	—	—	$1.6M	1.6%
JPMorgan Equity Income R6	Other securities	—	—	$1.1M	1.1%
Vanguard Emerging Markets Stock Index Admiral	Mutual Funds	—	—	$1.0M	1.0%
Vanguard Small Cap Index Admiral	Mutual Funds	—	—	$979K	0.9%
Metropolitan West Total Return Bond	Other securities	—	—	$918K	0.9%
DFA US Small Cap Value I	Mutual Funds	—	—	$868K	0.8%
BlackRock LifePath Index 2065 K	Other securities	—	—	$867K	0.8%
Vanguard REIT Index Admiral	Mutual Funds	—	—	$743K	0.7%
Janus Henderson Enterprise N	Mutual Funds	—	—	$635K	0.6%
Vanguard Balanced Index Admiral	Mutual Funds	—	—	$511K	0.5%
PIMCO Income Institutional	Mutual Funds	—	—	$290K	0.3%
Vanguard International Growth Admiral	Mutual Funds	—	—	$231K	0.2%
PIMCO International Bond (Hedged) Institutional	Mutual Funds	—	—	$225K	0.2%
American Funds Small Cap World R6	Mutual Funds	—	—	$188K	0.2%
Victory Sycamore Established Value I	Other securities	—	—	$179K	0.2%
Vanguard Cash Reserves Federal Money Market Admiral	Mutual Funds	—	—	$115K	0.1%
Vanguard International Value	Mutual Funds	—	—	$94K	<0.1%