# Bradley Corporation 401(k) Plan
Source: https://planprovider.pro/companies/bradley-corporation-401k-plan

> Bradley Corporation's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bradley-corporation-401k-plan)

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