Original filing (PDF)20250712050352NAL0011058592001

BRIGHT FINANCIAL PLANNING, LLC

Name: BRIGHT FINANCIAL PLANNING, LLC — BRIGHT FINANCIAL PLANNING, LLC 401K PLAN, Form 5500 (2024)
Creator: BRIGHT FINANCIAL PLANNING, LLC

Form 5500-SF

FILING_RECEIVED

BRIGHT FINANCIAL PLANNING, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BRIGHT FINANCIAL PLANNING, LLC

EIN

92-1968332all filings

Address

2416 GREATSTONE PT · LEXINGTON, KY · 40504

Phone

(859) 810-0470

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-12-31

Filed

2025-07-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

GEMSPRING CAPITAL MANAGEMENT, LLC

GEMSPRING CAPITAL MANAGEMENT, LLC 401(K) PLAN

$10K · 68 participants

KENDRICK HOLDINGS LLC

KENDRICK HOLDINGS LLC MCF BENEFIT PLAN

$10K · 2 participants

PERSONALIZED FINANCIAL SOLUTIONS

PERSONALIZED FINANCIAL SOLUTIONS 401(K) PLAN

$10K · 4 participants

SECURE FUTURE ADVISORS, LLC

SECURE FUTURE ADVISORS, LLC SOCA BENEFIT PLAN

$10K · 3 participants

TRINIDAD ASSET MANAGEMENT INC

TRINIDAD ASSET MANAGEMENT 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.