Plan Snapshot
- Plan Sponsor: Bradley Corporation
- Sponsor EIN: 390178880
- Sponsor Address: W142 N9101 FOUNTAIN BOULEVARD, MENOMONEE FALLS, WI, 53051
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $1.4M | $3.7M |
| 2023 | 432 | $74.4M | $2.0M | $3.6M |
| 2022 | 428 | $66.0M | $1.6M | $3.3M |
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 |
|---|---|---|---|---|
| ROBERT W BAIRD & COMPANY, INC | INVESTMENT ADVISOR | $123,448 | — | $123,448 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $43,714 | — | $43,714 |
| CLIFTONLARSONALLEN | AUDITOR | $29,576 | — | $29,576 |
| CLIFTONLARSONALLEN LLP | Auditor | $1,555 | — | $1,555 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $198,293
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 | $99,177 | $69,645 | — | $1,555 | — |
| 2023 | $98,369 | $61,724 | — | $14,788 | — |
| 2022 | $154,427 | $69,757 | — | — | $21,894 |