Plan Snapshot
- Plan Sponsor: Bradley Caldwell, INC.
- Sponsor EIN: 210698772
- Sponsor Address: P.O. BOX T, HAZLETON, PA, 18201
- Plan Type: 401(k)
- Total Participants: 384
- Total Assets: $30.1M
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 | 384 | $30.1M | $196,791 | $1.7M |
| 2023 | 348 | $27.2M | $198,002 | $1.7M |
| 2022 | 404 | $23.6M | $178,534 | $1.6M |
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 |
|---|---|---|---|---|
| KRONICK KALADA BERDY & CO.,PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KRONICK KALADA BERDY & CO.,PC — 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 | $83,458 | $49,566 | — | — | — |
| 2023 | $72,374 | $43,554 | — | — | — |
| 2022 | $76,063 | — | — | — | — |