How big is Brighton Center's plan?

Brighton Center's plan reported $8.7M in assets and 202 participants for 2023.

Original filing (PDF)20250930161043NAL0005583235001

Brighton Center

Name: Brighton Center — Brighton Center 403(b), Form 5500 (2023)
Creator: Brighton Center
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Brighton Center 403(b) Employer-Sponsored Plan

403(b) retirement plan · Brighton Center's Brighton Center 403(b) Employer-Sponsored Plan held $8.7M in plan assets for 202 participants in 2023, with OneAmerica as recordkeeper.

Signals · 1

Late filing · 2.5 mo

Active participants

202

Accounts w/ balance

190

Plan assets (EOY)

$8.7M

Net assets (EOY)

$8.7M

People on this filing

Katrina Campbell signed Brighton Center's 2023 Form 5500 as plan administrator.

Katrina Campbell — 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

Brighton Center's EIN is 74-2331826.

EIN 74-2331826

Plan number 001

Plan year 2023

ACK ID 20250930161043NAL0005583235001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Brighton Center's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

2 pooled trusts

Schedule D

34 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Filed 2.5 months past the 10.5-month grace window.

Plan sponsor

Name

BRIGHTON CENTER

EIN

all filings

Address

14207 HIGGINS RD · SAN ANTONIO, TX · 78217

Phone

(210) 826-2407

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-09-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

ADKF P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$2K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEAFHOUSE FINANCIAL ADVISORS LLC	26-4311657	—	NONE	$34K	—

Other service providers

Investments

34 direct securities · 2 pooled funds· $17.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$8.3M

2 holdings

Other securities

$5.8M

20 holdings

Mutual Funds

$2.1M

9 holdings

Common Collective Trusts

$492K

3 holdings

Stable Value

$252K

1 holding

Bonds / Notes

$91K

1 holding

					% of plan
AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$8.2M	93.8%
STATE STREET GLOBAL STATE STREET TGT RETIRE 2025 K MUTUAL FUND SHARES 0	Other securities	—	—	$1.5M	17.7%
Franklin Dynatech R6 Mutual Fund	Mutual Funds	—	—	$821K	9.4%
State Street Tgt Retire 2030 K Mutual Fund	Other securities	—	—	$650K	7.4%
State Street Tgt Retire 2035 K Mutual Fund	Other securities	—	—	$620K	7.1%
Putnam Large Cap Value R6 Mutual Fund	Mutual Funds	—	—	$568K	6.5%
State Street Tgt Retire 2040 K Mutual Fund	Other securities	—	—	$524K	6.0%
Vanguard 500 Index Adm Mutual Fund	Common Collective Trusts	—	—	$461K	5.3%
State Street Tgt Retire 2060 K Mutual Fund	Other securities	—	—	$346K	4.0%
State Street Tgt Retire 2055 K Mutual Fund	Other securities	—	—	$332K	3.8%
Amercent Midcap Val R6 Mutual Fund	Other securities	—	—	$329K	3.8%
State Street Tgt Retire 2045 K Mutual Fund	Other securities	—	—	$313K	3.6%
AUL Stable Value Account Fixed Interest Account	Stable Value	—	—	$252K	2.9%
Amerfds New World R6 Mutual Fund	Other securities	—	—	$224K	2.6%
State Street Tgt Retire 2050 K Mutual Fund	Other securities	—	—	$220K	2.5%
STATE STREET GLOBAL STATE STREET TGT RETIRE K MUTUAL FUND SHARES 0	Other securities	—	—	$190K	2.2%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$184K	2.1%
Vanguard Intl GR Adm Mutual Fund	Mutual Funds	—	—	$182K	2.1%
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$148K	1.7%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$145K	1.7%
Participants' notes receivable 4.25% -0-	Bonds / Notes	—	—	$91K	1.0%
Pgim High-Yield R6 Mutual Fund	Other securities	—	—	$81K	0.9%
Pioneer Sel Mid Cap Growth K Mutual Fund	Other securities	—	—	$81K	0.9%
Pgim Total Return Bond R6 Mutual Fund	Other securities	—	—	$80K	0.9%
Franklin Small Cap Value R6 Mutual Fund	Mutual Funds	—	—	$78K	0.9%
Franklin Small Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$77K	0.9%
Mutual of America Moderate Allocation Fund Mutual Fund	Other securities	—	—	$70K	0.8%
State Street Tgt Retire 2065 K Mutual Fund	Other securities	—	—	$53K	0.6%
Mutual of America Interest Accumulation Account Fixed Interest Account	Other securities	—	—	$50K	0.6%
PIMCO Real Return Instl Mutual Fund	Mutual Funds	—	—	$43K	0.5%
Mutual of America 2035 Retirement Fund Mutual Fund ** 34 * Mutual of America 2040 Retirement Fund Mutual Fund	Other securities	—	—	$42K	0.5%
Vanguard Total Int Bnd Idx Adm Mutual Fund	Common Collective Trusts	—	—	$28K	0.3%
Dfa Real Estate Securities I Mutual Fund	Mutual Funds	—	—	$22K	0.3%
Mutual of America 2045 Retirement Fund Mutual Fund	Other securities	—	—	$19K	0.2%
Mutual of America Aggressive Allocation Fund Mutual Fund	Other securities	—	—	$17K	0.2%
Vanguard Dev Mkts Idx Adm Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%