# Bradbury Stamm Construction, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bradbury-stamm-construction-inc-401k-plan

> Bradbury Stamm Construction, INC.'s 401(k) plan: 222 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BFBA, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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