Plan profile · 2023
BRIGHTWAY INSURANCE, LLC
BRIGHTWAY INSURANCE 401(K) PLAN · –
Sponsor contact
Address3733 UNIVERSITY BOULEVARD WEST, JACKSONVILLE
State / ZIPFL 32217
Phone9047649554
EIN / Plan #760738082 / 001
Plan health
Assets (EOY)$7M
Participants340
Avg balance$21k
Employer contrib$210k
Distributions$877k
Red flags
Delinquent contribsnone reported
Fidelity bond–
Bond adequate?⚠ NO
AuditorELLIN & TUCKER
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| T. ROWE PRICE RPS, INC. | 521309931 | $24k |
| AMERICAN FUNDS | 951411037 | $0 |
| MFS FUNDS | 042747644 | $0 |
| WELLS FARGO FUNDS TRUST | 410449260 | $0 |
| JP MORGAN FUNDS | 132624428 | $0 |
| BLACKROCK FUNDS | 046171663 | $0 |
| FIDELITY | 042647786 | $0 |
| PRINCIPAL FUND | 421520346 | $0 |
| GREAT GRAY TRP FUND | 384139849 | $0 |
| WILMINGTON TRUST EUROPAC | 384126257 | $0 |