How big is Bright Road Wealth Management's plan?

Bright Road Wealth Management's plan reported $473K in assets and 7 participants for 2024.

Original filing (PDF)20250415220718NAL0004111809041

Bright Road Wealth Management

Name: Bright Road Wealth Management — Bright Road Wealth, Form 5500 (2024)
Creator: Bright Road Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bright Road Wealth Management 401(k) Plan

401(k) retirement plan · Bright Road Wealth Management's Bright Road Wealth Management 401(k) Plan held $473K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

People on this filing

QIAN LIU signed Bright Road Wealth Management's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Bright Road Wealth Management's EIN is 81-1721306.

EIN 81-1721306

Plan number 001

Plan year 2024

ACK ID 20250415220718NAL0004111809041

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bright Road Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bright Road Wealth Management's plan includes profit-sharing, 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 BRIGHT ROAD WEALTH MANAGEMENT.

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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