Plan Snapshot
- Plan Sponsor: Bradley Family Insurance Agency, INC.
- Sponsor EIN: 822222281
- Sponsor Address: 18383 PRESTON ROAD, SUITE 250, DALLAS, TX, 75252
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 4
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 4 | $1.3M | $0 | $0 |
| 2024 | 3 | $958,131 | $0 | $0 |
| 2023 | 2 | $938,863 | $0 | $0 |
| 2022 | 2 | $705,676 | $0 | $0 |
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