Brightsphere Inc. 401(k) Plan: Login, Facts & Contact Information

Brightsphere Inc. 401(k) Plan Facts

Plan name
BRIGHTSPHERE INC. PROFIT SHARING & 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BRIGHTSPHERE INC.
Participants
930 (337 active employees)
Former employees with a balance
542
Plan assets
$284,267,264 at Dec 31, 2024
Average account balance
$326,369 across 871 accounts
Employer contributions
$7,273,449 in plan year 2024 (55% of all contributions)
Recordkeeper
Schwab Retirement Plan Services, In
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1989
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 28, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $13.1 million went into the plan in contributions, $7.27 million of it from the employer (55%).
  • $24.3 million was paid out to participants.
  • Investment and other income added $36.6 million.
  • Administrative expenses were $52,100, about $60 per account.

How the Brightsphere Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,257$345.9 million$11.3 million$26.1 million
20201,255$291.2 million$6.45 million$30.9 million
20211,073$272.5 million$8.09 million$75.0 million
20221,027$220.2 million$5.37 million$18.1 million
2023956$258.8 million$5.81 million$13.7 million
2024930$284.3 million$7.27 million$24.3 million

Brightsphere Inc. 401(k) Contact Information

Phone
617-369-7300
Mailing address
200 STATE STREET, 13 FLOOR, BOSTON MA 02109
Plan sponsor
BRIGHTSPHERE INC.
Plan administrator
ADMINISTRATIVE COMMITTEE
Employer identification number (EIN)
04-2714625
Plan number
002

Questions about the Brightsphere Inc. 401(k)

Does Brightsphere Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $7.27 million, 55% of all contributions.

Does the Brightsphere Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Brightsphere Inc 401(k) plan?

930 participants at the start of plan year 2024, 337 of them active employees, and 542 former employees who still had money in the plan.

What is the average 401(k) balance at Brightsphere Inc?

About $326,369 per account: $284.3 million in plan assets across 871 accounts with a balance at the end of plan year 2024.

Who manages the Brightsphere Inc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES, IN) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Brightsphere Inc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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