P 401(k) Plan Report

Stable plan record

BRIGHTWOOD CAPITAL ADVISORS, LLC RETIREMENT SAVINGS PLAN

Sponsored by BRIGHTWOOD CAPITAL ADVISORS, LLC · EIN/PN 300609165-003

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$7,584
Administrative cost per participant
2025
$432
Active participants
2025
60
Total plan assets
2025
$14,284,022
Participant loans as a share of assets
2025
0.9%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260709121813NAL000043840100160$7,584
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.