# Bradford & Barthel, LLP 401(k) Plan
Source: https://planprovider.pro/companies/bradford-barthel-llp-401k-plan

> Bradford & Barthel, LLP's 401(k) plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bradford & Barthel, LLP

- **Sponsor EIN:** 943257728

- **Sponsor Address:** 2518 RIVER PLAZA DRIVE, SACRAMENTO, CA, 95833

- **Plan Type:** 401(k)

- **Total Participants:** 226

- **Total Assets:** $35.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|226|$35.6M|$243,381|$2.2M|

| 2023|206|$29.4M|$120,203|$1.9M|

| 2022|195|$22.8M|$125,448|$1.7M|

## 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|

| CETERA ADVISORS LLC|ADVISOR|—|$69,556|$69,556|

| LPL FINANCIAL LLC|ADVISOR|—|$6,975|$6,975|

| MUN CPA'S, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [MUN CPA'S, LLP](https://planprovider.pro/provider/mun-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $76,531

- **Estimated Expense Ratio:** 0.215% 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|$2,231|—|—|—|—|

| 2023|$1,650|—|—|—|—|

| 2022|$2,038|—|—|—|—|

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