Plan Snapshot
- Plan Sponsor: Bradley Company, LLC
- Sponsor EIN: 390178880
- Sponsor Address: P.O. BOX 446, MENOMONEE FALLS, WI, 530520446
- Plan Type: DB
- Total Participants: 0
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $7.9M | $0 | $0 |
| 2023 | 129 | $75.0M | $13.6M | $0 |
| 2022 | 138 | $62.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Other Service Provider | $1,242,101 | — | $1,242,101 |
| AETNA LIFE INSURANCE COMPANY | Other Service Provider | $120,474 | — | $120,474 |
| MADISON INVESTMENTS | Investment Advisor | $94,459 | — | $94,459 |
| ROBERT W. BAIRD | Other Service Provider | $91,280 | — | $91,280 |
| LITTLER MENDELSON P.C. | Other Service Provider | $59,633 | — | $59,633 |
| BMO BANK N.A. | Other Service Provider | $35,941 | — | $35,941 |
| AGILIS PARTNERS LLC | Other Service Provider | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MADISON INVESTMENTS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,657,888
- Estimated Expense Ratio: 21.007% of plan assets
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 | $1,708,548 | $185,740 | $156,415 | — | — |
| 2023 | $1,334,297 | $240,712 | $74,541 | — | — |
| 2022 | $1,002,060 | $295,111 | — | — | $91,964 |