Michele CAIN signed Brightway Insurance, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brightway Insurance, LLC's EIN is 76-0738082.
Download the official 2024 Form 5500 (PDF) for Brightway Insurance, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brightway Insurance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Great Gray Trust T. Rowe Price 2050 R1 Mutual Fund | Other securities | — | — | $1.7M | 18.4% | |
| Great Gray Trust T. Rowe Price 2035 R1 Mutual Fund | Other securities | — | — | $1.6M | 17.2% | |
| Great Gray Trust T. Rowe Price 2055 R1 Mutual Fund | Other securities | — | — | $1.3M | 14.0% | |
| Great Gray Trust T. Rowe Price 2045 R1 Mutual Fund | Other securities | — | — | $1.2M | 12.5% | |
| Great Gray Trust T. Rowe Price 2040 R1 Mutual Fund | Other securities | — | — | $905K | 9.7% | |
| Great Gray Trust T. Rowe Price 2060 R1 Mutual Fund | Other securities | — | — | $585K | 6.3% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $343K | 3.7% | |
| Great Gray Trust T. Rowe Price 2025 R1 Mutual Fund | Other securities | — | — | $286K | 3.1% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $233K | 2.5% | |
| T. Rowe Price Stable Value Mutual Fund | Stable Value | — | — | $198K | 2.1% | |
| Great Gray Trust T. Rowe Price 2030 R1 Mutual Fund | Other securities | — | — | $189K | 2.0% | |
| Great Gray Trust T. Rowe Price 2020 R1 Mutual Fund | Other securities | — | — | $173K | 1.9% | |
| December 2036 | Other securities | — | — | $168K | 1.8% | |
| MFS Mid Cap Growth Mutual Fund | Mutual Funds | — | — | $156K | 1.7% | |
| Fidelity Extended Market Index Mutual Fund | Mutual Funds | — | — | $86K | 0.9% | |
| Great Gray Trust T. Rowe Price 2065 R1 Mutual Fund | Other securities | — | — | $62K | 0.7% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $61K | 0.7% | |
| Fidelity U.S. Bond Index Mutual Fund | Mutual Funds | — | — | $20K | 0.2% | |
| Allspring Special Small Cap Value Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| BlackRock Total Return K Mutual Fund | Other securities | — | — | $13K | 0.1% | |
| Principal Small Cap Growth Mutual Fund | Other securities | — | — | $10K | 0.1% | |
| MFS Large Cap Value Mutual Fund | Mutual Funds | — | — | $9K | <0.1% | |
| MFS Mid Cap Value Mutual Fund | Mutual Funds | — | — | $8K | <0.1% | |
| Wilmington Trust EuroPacific Growth Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Great Gray Trust T. Rowe Price 2005 R1 Mutual Fund 433 * Great Gray Trust T. Rowe Price 2010 R1 Mutual Fund 75 * Great Gray Trust T. Rowe Price 2015 R1 Mutual Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 52-1309931 |
| — |
| NONE |
| $35K |
| — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| WELLS FARGO FUNDS TRUST | 41-0449260 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| PRINCIPAL FUND | 42-1520346 | — | NONE | $0 | — |
| GREAT GRAY TRP FUND | 38-4139849 | — | NONE | $0 | — |
| WILMINGTON TRUST EUROPAC | 38-4126257 | — | NONE | $0 | — |
| ALLSPRING GOBAL FUND | — | CHARLOTTE, NC | NONE | $0 | — |
