Brightspring Health Services 401(k) match, vesting and fees
What Brightspring Health Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cherry Bekaert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 43 defined-contribution plans in wholesale trade with 10,000 to 49,999 participants.
| Brightspring Health Services: employer contribution per participant | $540 | |
| Peer median | $2,266 |
| Brightspring Health Services: average balance | $56,433 | |
| Peer median | $90,687 |
| Brightspring Health Services: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.07% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $722M at the end of plan year 2023 to $794M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 47,721 | $794M | $7.6M | $540 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 46,773 | $722M | $9.1M | $627 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does Brightspring Health Services match 401(k) contributions?
The match terms for the Brightspring Health Services Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $7.6M in employer contributions, about $540 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Brightspring Health Services 401(k) match vested?
The vesting schedule for the Brightspring Health Services Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Brightspring Health Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Brightspring Health Services.
I left Brightspring Health Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Brightspring Health Services, (502) 394-2100) or the recordkeeper, Fidelity Investments Institutional. The Brightspring Health Services old 401(k) page lists the contacts from every plan filing. Find an old Brightspring Health Services 401(k)
Data from the public Form 5500 annual reports Brightspring Health Services filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Brightspring Health Services. Not financial advice. Report a correction · Methodology