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Original filing (PDF)20250912075958NAL0000990960001
BRIGHTHOUSE SERVICES, LLC
Form 5500
FILING_RECEIVED
BRIGHTHOUSE SERVICES, LLC SAVINGS PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,425
Accounts w/ balance
1,755
Plan assets (EOY)
$322.8M
Net assets (EOY)
$322.4M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIGHTHOUSE SERVICES, LLC.
Plan sponsor
Name
BRIGHTHOUSE SERVICES, LLC
EIN
81-3094008
Address
11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC · 28277
Phone
(980) 949-4496
Industry
Finance & Insurancesee all
Plan administrator
Name
BRIGHTHOUSE COMPANIES PLAN ADMINISTRATOR
EIN
84-2072325
City
CHARLOTTE, NC
Phone
(980) 949-4496
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
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)
Audit & trust (Schedule H)
Auditor
CROWE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $22K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
24 direct securities· $315.6M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Instl Sh # | — | — | — | $37.4M | 11.6% | |
| Fidelity Investments Fidelity NASDAQ Composite Index Fund # | — | — | — | $31.4M | 9.7% | |
| American Funds American Funds 2045 Target Date Ret Fund R-6 # | — | — | — | $28.2M | 8.7% | |
| American Funds American Funds 2050 Target Date Ret Fund R-6 # | — | — | — | $25.6M | 7.9% | |
| American Funds American Funds 2035 Target Date Ret Fund R-6 # | — | — | — | $21.1M | 6.5% | |
| American Funds American Funds 2040 Target Date Ret Fund R-6 # | — | — | — | $20.0M | 6.2% | |
| American Funds American Funds 2030 Target Date Ret Fund R-6 # | — | — | — | $18.4M | 5.7% | |
| American Funds American Funds 2055 Target Date Ret Fund R-6 # | — | — | — | $17.5M | 5.4% | |
| Vanguard Small-Cap Index Fund Instl Sh # | — | — | — | $16.4M | 5.1% | |
| Vanguard Mid-Cap Index Fund Instl Sh # | — | — | — | $16.3M | 5.1% | |
| Vanguard Value Index Fund Instl Sh # | — | — | — | $15.6M | 4.8% | |
| American Funds American Funds 2060 Target Date Ret Fund R-6 # | — | — | — | $11.4M | 3.5% | |
| Schwab Funds Schwab Government Money Fund Inv Sh # | — | — | — | $10.7M | 3.3% | |
| American Funds American Funds 2025 Target Date Ret Fund R-6 # | — | — | — | $9.2M | 2.9% | |
| Vanguard Emerging Mkts Stock Index Fund Ins # | — | — | — | $7.1M | 2.2% | |
| Fidelity Investments Fidelity Overseas Fund # | — | — | — | $6.4M | 2.0% | |
| American Funds American Funds 2065 Target Date Ret Fund R-6 # | — | — | — | $5.0M | 1.5% | |
| Legg Mason Western Asset Core Bond Fund IS # | — | — | — | $4.8M | 1.5% | |
| Cohen & Steers Cohen & Steers Real Estate Sec Fund Instl # | — | — | — | $3.9M | 1.2% | |
| Vanguard Inflation-Protected Sec Fund Adm Sh # | — | — | — | $3.2M | 1.0% | |
| Various interest rates ranging from 4.25% to 9.50%, with maturities through 2039 | — | — | — | $3.1M | 1.0% | |
| American Funds American Funds 2020 Target Date Ret Fund R-6 # | — | — | — | $2.0M | 0.6% | |
| American Funds American Funds 2015 Target Date Ret Fund R-6 # | — | — | — | $618K | 0.2% | |
| American Funds American Funds 2010 Target Date Ret Fund R-6 # | — | — | — | $94K | <0.1% |