Burrell-Preferred, Inc. DBA Brightli 403(b) match, vesting and fees
What Burrell-Preferred, Inc. DBA Brightli's 403(b) 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 | Voya Retirement Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Kmp Cpas & Advisors (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Burrell-Preferred, Inc. DBA Brightli: employer contribution per participant | $1,745 | |
| Peer median | $1,358 |
| Burrell-Preferred, Inc. DBA Brightli: average balance | $23,837 | |
| Peer median | $44,442 |
| Burrell-Preferred, Inc. DBA Brightli: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $94.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,325 | $94.8M | $6.9M | $1,745 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does Burrell-Preferred, Inc. DBA Brightli match 401(k) contributions?
The match terms for the Brightli Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $6.9M in employer contributions, about $1,745 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Burrell-Preferred, Inc. DBA Brightli 401(k) match vested?
The vesting schedule for the Brightli Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Burrell-Preferred, Inc. DBA Brightli 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Insurance & Annuity. The plan administrator is Burrell-Preferred, Inc. DBA Brightli.
I left Burrell-Preferred, Inc. DBA Brightli. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Burrell-Preferred, Inc. DBA Brightli, (417) 761-5200) or the recordkeeper, Voya Retirement Insurance & Annuity. The Burrell-Preferred, Inc. DBA Brightli old 401(k) page lists the contacts from every plan filing. Find an old Burrell-Preferred, Inc. DBA Brightli 401(k)
Data from the public Form 5500 annual reports Burrell-Preferred, Inc. DBA Brightli filed with the U.S. Department of Labor (plan years 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 Burrell-Preferred, Inc. DBA Brightli. Not financial advice. Report a correction · Methodology