Bradley Corporation Employees 401k Savings Plan — Form 5500 plan (Bradley Corporation)
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, Bradley Corporation Employees 401k Savings Plan is a benefit plan reported by Bradley Corporation under EIN 39-0178880 and plan number 003. The latest loaded filing year is 2023. The filing reports 614 participants and $74,447,106 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bradley Corporation
- EIN
- 39-0178880
- Plan number
- 003
- Plan type
- 2
- Location
- Menomonee Falls, WI
- Latest filing year
- 2023
- Participants
- 614
- End-of-year plan assets
- $74,447,106
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 614 | H, C | 20241007162800NAL0015507553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,447,106
- Net assets (EOY)
- $74,447,106
- Net assets (BOY)
- $65,964,024
Income & contributions
- Employer contributions
- $2,048,334
- Participant contributions
- $3,640,773
- Total contributions
- $5,988,819
- Total income / additions
- $17,349,252
Expenses & distributions
- Benefits paid
- $8,746,970
- Administrative expenses
- $98,369
- Total expenses
- $8,866,170
- Net increase / (decrease)
- $8,483,082
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W Baird & Company, Inc | INVESTMENT ADVISOR | $61,724 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $21,857 | $0 | 2023 |
| Cliftonlarsonallen | AUDITOR | $14,788 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bradley Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Menomonee Falls, WI
- Robert W Baird & Company, Inc — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation
- National Financial Services — Schedule C compensation