Bradford Group 401(K) Plan — Form 5500 plan (Bge, Ltd.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bradford Group 401(K) Plan is a benefit plan reported by Bge, Ltd. under EIN 36-3920489 and plan number 001. The latest loaded filing year is 2023. The filing reports 795 participants and $116,960,607 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bge, Ltd.
EIN
36-3920489
Plan number
001
Plan type
2
Location
Niles, IL
Latest filing year
2023
Participants
795
End-of-year plan assets
$116,960,607

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023795H, C20241011151017NAL0037396944001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$116,960,607
Total liabilities (EOY)
$0
Net assets (EOY)
$116,960,607
Net assets (BOY)
$105,880,390

Income & contributions

Employer contributions
$629
Participant contributions
$4,021,460
Total contributions
$5,028,432
Total income / additions
$26,027,369

Expenses & distributions

Benefits paid
$14,934,584
Administrative expenses
$12,105
Total expenses
$14,947,152
Net increase / (decrease)
$11,080,217

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$11,695$02023

Related Form 5500 pages