Plan Snapshot
- Plan Sponsor: Bradford Soap International, INC.
- Sponsor EIN: 050495804
- Sponsor Address: 200 PROVIDENCE STREET, WEST WARWICK, RI, 02893
- Plan Type: 401(k)
- Total Participants: 254
- Total Assets: $16.8M
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 | 254 | $16.8M | $334,740 | $772,185 |
| 2023 | 282 | $21.5M | $373,408 | $807,578 |
| 2022 | 338 | $20.6M | $383,946 | $838,823 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $67,659 | $24,750 | $11,573 | — | — |
| 2023 | $30,668 | $23,813 | $6,543 | — | — |
| 2022 | $29,916 | — | — | — | — |