Plan Snapshot
- Plan Sponsor: Bradley Management Group, INC.
- Sponsor EIN: 351883311
- Sponsor Address: 8202 SOUTH US 31, INDIANAPOLIS, IN, 46227
- Plan Type: 401(k)
- Total Participants: 500
- Total Assets: $28.8M
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 | 500 | $28.8M | $512,644 | $1.7M |
| 2023 | 464 | $25.8M | $505,148 | $1.6M |
| 2022 | 447 | $22.3M | $504,646 | $1.5M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT, LLP | Auditor | $5,775 | — | $5,775 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,775
- Estimated Expense Ratio: 0.020% 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 | $68,780 | $45,000 | $18,005 | $5,775 | — |
| 2023 | $69,356 | — | $59,256 | $10,100 | — |
| 2022 | $62,951 | — | $62,951 | — | — |