Plan Snapshot
- Plan Sponsor: Bradbury Stamm Construction, INC.
- Sponsor EIN: 850133987
- Sponsor Address: 7110 2ND STREET NW, ALBUQUERQUE, NM, 87107
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $23.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 222 | $23.2M | $733,329 | $1.7M |
| 2023 | 186 | $19.0M | $628,945 | $1.5M |
| 2022 | 173 | $15.0M | $582,640 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| OSAIC WEALTH INC | ADVISOR | $51,680 | — | $51,680 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $39,980 | — | $39,980 |
| BFBA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BFBA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,660
- Estimated Expense Ratio: 0.396% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $91,660 | $51,680 | — | — | — |
| 2023 | $77,896 | $46,158 | — | — | — |
| 2022 | $74,874 | — | — | — | — |