Plan Snapshot
- Plan Sponsor: Bradley Media Holdings, INC.
- Sponsor EIN: 522056412
- Sponsor Address: THE WATERGATE, WASHINGTON, DC, 20037
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $45.4M
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 | 151 | $45.4M | $403,667 | $1.3M |
| 2023 | 153 | $40.1M | $408,043 | $1.2M |
| 2022 | 157 | $34.6M | $429,128 | $1.2M |
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 |
|---|---|---|---|---|
| CAP FINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $51,543 | — | $51,543 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,323 | — | $8,323 |
| BDO USA P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- BDO USA P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,866
- Estimated Expense Ratio: 0.132% 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 | $27,236 | $59,866 | — | — | — |
| 2023 | $46,029 | $15,948 | — | — | — |
| 2022 | -$32,418 | $9,026 | — | — | — |