Original filing (PDF)20241016104506NAL0030459505001

BRIGHT FUTURES MANAGEMENT GROU

Name: BRIGHT FUTURES MANAGEMENT GROU — BRIGHT FUTURES MANAGEMENT GROU 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: BRIGHT FUTURES MANAGEMENT GROU

Form 5500

FILING_RECEIVED

BRIGHT FUTURES MANAGEMENT GROU 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

~111 bps in Sched C fees

Active participants

392

Accounts w/ balance

289

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIGHT FUTURES MANAGEMENT GROU.

Plan sponsor

Name

BRIGHT FUTURES MANAGEMENT GROU

EIN

81-4030557

Address

36 COTTAGE ST. · POUGHKEEPSIE, NY · 12601

Phone

(845) 485-7000

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$9K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ERISA FIDUCIARY SERVICES, INC.	47-1637791	HAUPPAUGE, NY	CONTRACT ADMINISTRATOR	$11K	—

Investments

1 pooled fund· $0(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.