Employers › RES Care
Recordkeeping fees per participant · Brightspring Health Services Retirement Savings Plan · plan year 2024
$38.20
Higher than 34% of the 1,697 plans $250M to 1B that report it.
= $537,590 / 14,074
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250922193227NAL0005568257001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922193227NAL0005568257001, received 2025-09-22
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-22.
Administrative expenses excluding investment management, per participant
$41.69
Higher than 24% of the 2,324 plans $250M to 1B that report it.
= $586,765 / 14,074
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250922193227NAL0005568257001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922193227NAL0005568257001, received 2025-09-22
Administrative expenses per participant
$54.69
Higher than 24% of the 2,405 plans $250M to 1B that report it.
= $769,726 / 14,074
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922193227NAL0005568257001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922193227NAL0005568257001, received 2025-09-22
Administrative expenses as a share of assets
0.097%
Higher than 65% of the 2,407 plans $250M to 1B that report it.
= $769,726 / $794,243,965
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922193227NAL0005568257001, received 2025-09-22
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250922193227NAL0005568257001, received 2025-09-22
Employer contributions per participant
$540
Higher than 4% of the 2,457 plans $250M to 1B that report it.
= $7,593,912 / 14,074
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922193227NAL0005568257001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922193227NAL0005568257001, received 2025-09-22
Employer share of total contributions
10.5%
Higher than 3% of the 2,459 plans $250M to 1B that report it.
= $7,593,912 / $72,226,934
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922193227NAL0005568257001, received 2025-09-22
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250922193227NAL0005568257001, received 2025-09-22
Plan terms are described in RES Care Inc's SEC filings: Form 11-K filed 2010-06-29 and Form 10-K filed 2014-02-18. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2T default investment (QDIA) · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2E profit-sharing · 3F · 3H controlled-group sponsor · 3D IRS pre-approved plan · 2R participant brokerage window · 2X · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250922193227NAL0005568257001, received 2025-09-22
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BRIGHTSPRING HEALTH SERVICES | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Plan name | BRIGHTSPRING HEALTH SERVICES RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Sponsor EIN / plan number | 61-0875371 / 004 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Sponsor location | LOUISVILLE, KY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Industry (business code) | 424210, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Filing received | 2025-09-22 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Participants, beginning of year | 46,773 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Active participants | 43,434 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Participants, end of year | 47,721 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Participants with an account balance | 14,074 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Total assets, beginning of year | $721,571,120 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Total assets, end of year | $794,243,965 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Net assets, end of year | $794,243,965 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Total income | $191,085,149 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Net income | $101,252,790 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Employer contributions | $7,593,912 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Participant contributions | $50,081,235 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Other contributions (incl. rollovers) | $14,551,787 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Total contributions | $72,226,934 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Benefit payments | $85,495,792 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Total expenses (incl. benefit payments) | $89,832,359 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Total administrative expenses | $769,726 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Contract administrator fees | $2,700 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Recordkeeping fees | $537,590 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| IQPA audit fees | $46,475 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Investment advisory and management fees | $182,961 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Administrative expenses excluding investment management | $586,765 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Held in common/collective trusts | $10,841,083 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Held in mutual funds | $743,974,543 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250922193227NAL0005568257001, received 2025-09-22 |
| Independent auditor | CHERRY BEKAERT LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250922193227NAL0005568257001, received 2025-09-22 |
Position = column in the DOL layout for form year 2024. Filing 20250922193227NAL0005568257001, received 2025-09-22.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $540,473 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $120,461 | no |
| UBS FINANCIAL SERVICES INC. | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $62,500 | no |
| CHERRY BEKAERT | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $30,975 | no |
| MCM CPAS & ADVISORS LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $15,500 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250922193227NAL0005568257001, received 2025-09-22.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $721,571,120 | $794,243,965 | 10.1% |
| Participants with a balance | 14,544 | 14,074 | -3.2% |
| Administrative expenses | $721,153 | $769,726 | 6.7% |
| Recordkeeping fees per participant | $40.95 | $38.20 | -6.7% |
| Employer contributions | $9,120,272 | $7,593,912 | -16.7% |
Prior filing 20241017151705NAL0033202785001, received 2024-10-17; the plan years are contiguous.
Sponsor name as filed: BRIGHTSPRING HEALTH SERVICES; SEC registrant: RES CARE INC /KY/ (CIK 776325, matched by EIN).