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Original filing (PDF)20251015115435NAL0002361171001
BRIGHTSPARK EARLY LEARNING SERVICES
Form 5500
FILING_RECEIVED
BRIGHTSPARK EARLY LEARNING SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
141
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIGHTSPARK EARLY LEARNING SERVICES.
Plan sponsor
Name
BRIGHTSPARK EARLY LEARNING SERVICES
EIN
91-1465046
Address
555 S RENTON VILLAGE PLACE · SUITE 280 · RENTON, WA · 98057
Phone
(206) 329-1011
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
JACOBSON JARVIS CO PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $17K | — |
Investments
29 direct securities· $7.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Target Date 2030 (AFTD30) Interest in registered investment company | — | — | — | $1.3M | 18.3% | |
| American Balanced (AMBAL) Interest in registered investment company | — | — | — | $940K | 13.4% | |
| Growth Fund of America (GFA) Interest in registered investment company | — | — | — | $652K | 9.3% | |
| Short-Term Bond Fund (STBF) Interest in registered investment company ** 130 * Target Date 2020 (AFTD20) Interest in registered investment company | — | — | — | $604K | 8.6% | |
| Target Date 2055 (AFTD55) Interest in registered investment company | — | — | — | $413K | 5.9% | |
| Target Date 2045 (AFTD45) Interest in registered investment company | — | — | — | $405K | 5.8% | |
| Target Date 2040 (AFTD40) Interest in registered investment company | — | — | — | $395K | 5.6% | |
| Target Date 2035 (AFTD35) Interest in registered investment company | — | — | — | $294K | 4.2% | |
| Target Date 2060 (AFTD60) Interest in registered investment company | — | — | — | $267K | 3.8% | |
| Money Market Fund Money market fund | — | — | — | $256K | 3.6% | |
| Fundamental Investors (FI) Interest in registered investment company | — | — | — | $233K | 3.3% | |
| Bond Fund of America (BFA) Interest in registered investment company | — | — | — | $205K | 2.9% | |
| Target Date 2050 (AFTD50) Interest in registered investment company | — | — | — | $203K | 2.9% | |
| American Mutual Fund (AMF) Interest in registered investment company | — | — | — | $197K | 2.8% | |
| Target Date 2025 (AFTD25) Interest in registered investment company | — | — | — | $148K | 2.1% | |
| AF New World R6 Interest in registered investment company | — | — | — | $137K | 2.0% | |
| New Perspective Fund (NPF) Interest in registered investment company | — | — | — | $116K | 1.6% | |
| FID MID CAP INDEX Interest in registered investment company | — | — | — | $59K | 0.8% | |
| Capital Income Builder (CIB) Interest in registered investment company | — | — | — | $39K | 0.6% | |
| Target Date 2065 (AFTD65) Interest in registered investment company | — | — | — | $27K | 0.4% | |
| Global Balanced (GBAL) Interest in registered investment company | — | — | — | $24K | 0.3% | |
| secured by the participant's vested accrued benefit. -0- | — | — | — | $23K | 0.3% | |
| PNR GLB Sustain EQ Y Interest in registered investment company | — | — | — | $23K | 0.3% | |
| DFA US Sus TGT VL IS Interest in registered investment company ** 9 * FID US Bond Index Interest in registered investment company ** 345 * FID 500 INDEX Interest in registered investment company | — | — | — | $23K | 0.3% | |
| Cap World Growth&Income (WGI) Interest in registered investment company | — | — | — | $18K | 0.3% | |
| Intl Growth and Income (IGI) Interest in registered investment company | — | — | — | $12K | 0.2% | |
| FID SM CAP INDEX Interest in registered investment company ** 716 * FID TOTAL INTL IDX Interest in registered investment company ** 375 * FID US SUSTN IDX Interest in registered investment company | — | — | — | $7K | <0.1% | |
| Capital World Bond Fund (WBF) Interest in registered investment company | — | — | — | $6K | <0.1% | |
| FID INTL SUSTN IDX Interest in registered investment company | — | — | — | $3K | <0.1% |
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