How big is Brighter Way Institute's plan?

Brighter Way Institute's plan reported $452K in assets and 11 participants for 2024.

Original filing (PDF)20250820140637NAL0003289649001

Brighter Way Institute

Name: Brighter Way Institute — 403(b) Thrift Plan for, Form 5500 (2024)
Creator: Brighter Way Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) Thrift Plan for Employees of Brighter Way Institute

401(k) retirement plan · Brighter Way Institute's 403(b) Thrift Plan for Employees of Brighter Way Institute held $452K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$452K

Net assets (EOY)

$452K

People on this filing

Dustin Marshall signed Brighter Way Institute's 2024 Form 5500 as plan administrator.

Dustin Marshall — 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

Brighter Way Institute's EIN is 81-1096448.

EIN 81-1096448

Plan number 001

Plan year 2024

ACK ID 20250820140637NAL0003289649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brighter Way Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brighter Way Institute's plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BRIGHTER WAY INSTITUTE

EIN

all filings

Address

3140 W BUCKEYE RD · PHOENIX, AZ · 850095637

Phone

(602) 595-8280

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator