Brightline, Inc.'s EIN is 84-3102803.
Download the official 2024 Form 5500 (PDF) for Brightline, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brightline, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $70K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2055 FUND CL 1 GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $2.5M | 30.1% | |
| INDEXSELECT MODERATE 2045 FUND CL 1 GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.5M | 17.7% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $1.5M | 17.6% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $771K | 9.3% | |
| INDEXSELECT MODERATE 2035 FUND CL 1 GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $614K | 7.4% | |
| Fidelity International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $487K | 5.9% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $242K | 2.9% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $183K | 2.2% | |
| Fidelity Small Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $166K | 2.0% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $96K | 1.2% | |
| Fidelity U.S. Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $76K | 0.9% | |
| American Funds New World R6 Fund Registered Investment Company | Mutual Funds | — | — | $75K | 0.9% | |
| AB Large Cap Growth Z Fund Registered Investment Company | Common Stocks | — | — | $38K | 0.5% | |
| American Century Mid Cap Value R6 Fund Registered Investment Company | Common Stocks | — | — | $19K | 0.2% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $18K | 0.2% | |
| Allspring Special Small Cap Value R6 Fund Registered Investment Company | Common Stocks | — | — | $13K | 0.2% | |
| American Funds American Mutual R6 Fund Registered Investment Company | Mutual Funds | — | — | $11K | 0.1% | |
| Franklin Intl Growth R6 Fund Registered Investment Company | Mutual Funds | — | — | $9K | 0.1% | |
| AST Wilmington Trust IndexSelect Aggressive Retiree Fund Cl I Collective Trust ** 891 * EI Fixed Account - Series Class I Guaranteed Investment Contract | Stable Value | — | — | $5K | <0.1% | |
| Pgim Strategic Bond R6 Fund Registered Investment Company | Common Stocks | — | — | $4K | <0.1% | |
| maturing through February 2029 0 | Other securities | — | — | $3K | <0.1% | |
| Western Asset Core Bond Is Fund Registered Investment Company | Common Stocks | — | — | $3K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $2K | <0.1% | |
| Blackrock Mid-Cap Growth Equity K Fund Registered Investment Company | Common Stocks | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $891 | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FD CL GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AMERIPRISE FINANCIAL SERVICES |
| — |
| MINNEAPOLIS, MN |
| BROKER/ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES INC | 62-1200951 | — | CONTRACT ADMINISTRATOR | $6K | — |
