Original filing (PDF)20250729084705NAL0002996913001

BRIGHTMARK LLC

Name: BRIGHTMARK LLC — BRIGHTMARK LLC WRAP PLAN, Form 5500 (2024)
Creator: BRIGHTMARK LLC

Form 5500

FILING_RECEIVED

BRIGHTMARK LLC WRAP PLAN

Health & welfare plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

225

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No independent qualified public accountant (IQPA) named.
No recordkeeper disclosed on Schedule C.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIGHTMARK LLC.

Plan sponsor

Name

BRIGHTMARK LLC

EIN

81-3031095

Address

1725 MONTGOMERY STREET, FLOOR 3 · SAN FRANCISCO, CA · 941111018

Phone

(415) 964-4411

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4F · Temporary Disability (accident and sickness)

4H · Long-Term Disability

4Q · Other

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHNSON & DUGAN INSURANCE SERVICES	94-2917627	—	INSURANCE BROKER	$9K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE GUARDIAN LIFE INSURANCE COMPANY	13-5123390	—	CONTRACT ADMINISTRATOR	$22K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.