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Original filing (PDF)20251003115617NAL0000789427001
BRIGHTLAND HOMES, LTD
Form 5500
FILING_RECEIVED
BRIGHTLAND HOMES, LTD 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
606
Accounts w/ balance
743
Plan assets (EOY)
$42.4M
Net assets (EOY)
$42.4M
How this plan invests
This plan
9 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIGHTLAND HOMES, LTD.
Plan sponsor
Name
BRIGHTLAND HOMES, LTD
EIN
75-2551989
Address
15725 NORTH DALLAS PARKWAY · SUITE 300 · ADDISON, TX · 75001
Phone
(972) 383-4355
Industry
Constructionsee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SVCS | 41-0944586 | — | INVESTMENT ADVISORY | $0 | — |
| OSAIC WEALTH, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $170K | — |
Investments
20 direct securities · 9 pooled funds· $41.2M(97% 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.
Common Collective Trust
$26.8M
9 holdings
Uncategorized
$11.7M
19 holdings
Mutual Funds
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $8.6M | 20.3% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $7.7M | 18.1% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $5.2M | 12.2% | |
| s * Principal Trust Company Principal Large Cap S&P 500 Idx N/R | Mutual Funds | — | — | $2.7M | 6.4% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.6M | 6.2% | |
| Inst Fund PGIM Investments, LLC PGIM Jennison Growth R6 Fund N/R | — | — | — | $2.6M | 6.2% | |
| AllianceBernstein Holding AB Large Cap Growth Z Fund N/R | — | — | — | $2.0M | 4.8% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.7M | 4.1% | |
| Fund Putnam Large Cap Value Fund | — | — | — | $1.0M | 2.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $796K | 1.9% | |
| Principal Trust Company Principal Diversified International N/R | — | — | — | $722K | 1.7% | |
| Fund * Principal Trust Company Principal Mid Cap S&P 400 Idx R6 N/R | — | — | — | $716K | 1.7% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $685K | 1.6% | |
| Inst Fund American Funds American Funds New World R6 N/R | — | — | — | $640K | 1.5% | |
| Fund JPMorgan JP Morgan Mid Cap Growth R6 N/R | — | — | — | $610K | 1.4% | |
| Fund PGIM Investments, LLC PGIM Total Return Bond R6 Fund N/R | — | — | — | $539K | 1.3% | |
| Principal Trust Company Principal Small Cap S&P 600 Idx R6 N/R | — | — | — | $516K | 1.2% | |
| JPMorgan JP Morgan Small Cap Growth R6 N/R | — | — | — | $341K | 0.8% | |
| Fund Columbia Management Columbia Small Cap Value II I3 N/R | — | — | — | $284K | 0.7% | |
| Fund Victory Capital Management Victory Sycamore Est Value R6 N/R | — | — | — | $273K | 0.6% | |
| Hartford Strategic Income Fund N/R | — | — | — | $213K | 0.5% | |
| Company * Principal Global Investors Trust Principal Lifetime Hybrid Income N/R | — | — | — | $151K | 0.4% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $151K | 0.4% | |
| (E) | — | — | — | $96K | 0.2% | |
| Fund PGIM Investments, LLC PGIM High Yield R6 Fund N/R | — | — | — | $96K | 0.2% | |
| BlackRock, Inc. BlackRock Strategic Global Bond K N/R | — | — | — | $41K | <0.1% | |
| (E) | — | — | $41K | $41K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $41K | <0.1% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |