Plan Snapshot
- Plan Sponsor: Bradford Health Services
- Sponsor EIN: 631198286
- Sponsor Address: 2101 MAGNOLIA AVENUE SOUTH STE 518, BIRMINGHAM, AL, 352052853
- Plan Type: 401(k)
- Total Participants: 820
- Total Assets: $11.7M
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 | 820 | $11.7M | $0 | $1.3M |
| 2023 | 422 | $10.7M | $1,891 | $866,130 |
| 2022 | 479 | $10.3M | $0 | $589,349 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $76,416 | $76,416 | — | — | — |
| 2023 | $64,661 | $63,872 | $789 | — | — |
| 2022 | $37,468 | $16,295 | $21,173 | — | — |