How big is Bright Star Financial Advisors' plan?

Bright Star Financial Advisors' plan reported $201K in assets and 9 participants for 2025.

Original filing (PDF)20260424083359NAL0005746817001

Bright Star Financial Advisors

Name: Bright Star Financial Advisors — Bright Star, Form 5500 (2025)
Creator: Bright Star Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bright Star Financial Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bright Star Financial Advisors' Bright Star Financial Advisors 401(k) Profit Sharing Plan & Trust held $201K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$201K

Net assets (EOY)

$201K

Plan identifiers

Bright Star Financial Advisors' EIN is 88-3642834.

EIN 88-3642834

Plan number 001

Plan year 2025

ACK ID 20260424083359NAL0005746817001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bright Star Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bright Star Financial Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIGHT STAR FINANCIAL ADVISORS.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score