Plan5500

Brilliant Corners Retirement Plan — Form 5500 plan (Brillant Corners)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Brilliant Corners Retirement Plan is a benefit plan reported by Brillant Corners under EIN 56-2379862 and plan number 001. The latest loaded filing year is 2023. The filing reports 670 participants and $13,055,496 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Brillant Corners
EIN
56-2379862
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
670
End-of-year plan assets
$13,055,496

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023670H, C20241014234340NAL0028465713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,055,496
Net assets (EOY)
$13,055,496
Net assets (BOY)
$9,884,620

Income & contributions

Employer contributions
$1,200,600
Participant contributions
$1,688,085
Total contributions
$3,083,530
Total income / additions
$4,880,525

Expenses & distributions

Benefits paid
$1,572,269
Administrative expenses
$137,380
Total expenses
$1,709,649
Net increase / (decrease)
$3,170,876

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideINVESTMENT ADVISOR$83,108$11,0892023
Lincoln Financial AdvisorsINVESTMENT ADVISORnot reported in the loaded dataset$45,2302023
Brinker Capital InvestmentsINVESTMENT ADVISORY$27,671not reported in the loaded dataset2023
Ppa/TpaINVESTMENT ADVISOR$19,595$4,1502023
Active Core-Passive ThroughINVESTMENT ADVISOR$19,595not reported in the loaded dataset2023

Related Form 5500 pages