How big is Brighton Collectibles, LLC's plan?

Brighton Collectibles, LLC's plan reported $32.5M in assets and 575 participants for 2024.

Original filing (PDF)20250926105055NAL0009314161001

Brighton Collectibles, LLC

Name: Brighton Collectibles, LLC — Brighton Retail, LLC., Form 5500 (2024)
Creator: Brighton Collectibles, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Brighton Retail, LLC. 401(k) Profit Sharing Plan

401(k) retirement plan · Brighton Collectibles, LLC's Brighton Retail, LLC. 401(k) Profit Sharing Plan held $32.5M in plan assets for 575 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

575

Accounts w/ balance

375

Plan assets (EOY)

$32.5M

Net assets (EOY)

$32.4M

People on this filing

Miguel Zaldivar signed Brighton Collectibles, LLC's 2024 Form 5500 as plan administrator.

Miguel Zaldivar — 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

Brighton Collectibles, LLC's EIN is 86-1148772.

EIN 86-1148772

Plan number 002

Plan year 2024

ACK ID 20250926105055NAL0009314161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brighton Collectibles, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brighton Collectibles, LLC's plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIGHTON COLLECTIBLES, LLC.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Below-peer total plan cost (87th percentile).

Plan sponsor

Name

BRIGHTON COLLECTIBLES, LLC

EIN

all filings

Address

251 LONG LANE · CITY OF INDUSTRY, CA · 91746

Phone

(626) 968-7408

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

HOLTHOUSE CARLIN & VAN TRIGT LLP

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$8K	—

Investments

32 direct securities· $32.0M(99% of reported assets)

Mutual Funds

$28.0M

25 holdings

Common Collective Trusts

$3.7M

6 holdings

Other securities

$340K

1 holding

					% of plan
Fidelity Freedom 2030 Fund Mutual Fund	Mutual Funds	—	—	$4.0M	12.2%
Fidelity Freedom 2025 Fund Mutual Fund	Mutual Funds	—	—	$3.2M	9.9%
Fidelity Freedom 2035 Fund Mutual Fund	Mutual Funds	—	—	$2.9M	9.1%
Fidelity Contrafund Mutual Fund	Mutual Funds	—	—	$2.9M	9.0%
Fidelity Freedom 2020 Fund Mutual Fund	Mutual Funds	—	—	$1.9M	5.8%
Fidelity Freedom 2040 Fund Mutual Fund	Mutual Funds	—	—	$1.8M	5.7%
Fidelity Blue Chip Growth Fund Mutual Fund	Mutual Funds	—	—	$1.4M	4.5%
Fidelity Freedom 2050 Fund Mutual Fund	Mutual Funds	—	—	$1.3M	4.0%
Investments * Fidelity Government Money Market Fund Money Market Mutual Fund	Mutual Funds	—	—	$1.2M	3.8%
Fidelity Freedom 2045 Fund Mutual Fund	Mutual Funds	—	—	$1.2M	3.8%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.2M	3.8%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.1M	3.3%
Fidelity Balanced Fund Mutual Fund	Mutual Funds	—	—	$947K	2.9%
Fidelity Low-Priced Stock Fund Mutual Fund	Mutual Funds	—	—	$911K	2.8%
MFS Mid Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$838K	2.6%
Fidelity Large Cap Stock Fund Mutual Fund	Mutual Funds	—	—	$674K	2.1%
Fidelity Freedom 2055 Fund Mutual Fund	Mutual Funds	—	—	$545K	1.7%
Fidelity Diversified International Fund Mutual Fund	Mutual Funds	—	—	$537K	1.7%
PIMCO Total Return Fund Mutual Fund	Mutual Funds	—	—	$495K	1.5%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$472K	1.5%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$391K	1.2%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$372K	1.1%
Virtus Ceredex Mid-Cap Value Equity Fund Mutual Fund	Other securities	—	—	$340K	1.0%
Invesco Diversified Dividend Fund Mutual Fund	Mutual Funds	—	—	$260K	0.8%
Janus Henderson Triton Fund Mutual Fund	Mutual Funds	—	—	$242K	0.7%
Fidelity Freedom 2015 Fund Mutual Fund	Mutual Funds	—	—	$208K	0.6%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$174K	0.5%
Fidelity Freedom 2060 Fund Mutual Fund	Mutual Funds	—	—	$95K	0.3%
Fidelity Freedom 2010 Fund Mutual Fund	Mutual Funds	—	—	$84K	0.3%
Fidelity Freedom Income Fund Mutual Fund	Mutual Funds	—	—	$83K	0.3%
Fidelity Capital Appreciation Fund Mutual Fund	Mutual Funds	—	—	$24K	<0.1%
Fidelity Freedom 2065 Fund Mutual Fund	Mutual Funds	—	—	$21K	<0.1%