Plan Snapshot
- Plan Sponsor: Bradley Plumbing & Heating, INC.
- Sponsor EIN: 630461546
- Sponsor Address: 431 HACKEL DRIVE, MONTGOMERY, AL, 36117
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 129 | $8.1M | $250,495 | $350,463 |
| 2023 | 135 | $7.1M | $176,197 | $329,529 |
| 2022 | 136 | $5.8M | $169,528 | $331,497 |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $34,029 | $17,614 | $16,415 | — | — |
| 2023 | $36,961 | $24,956 | $12,005 | — | — |
| 2022 | $37,176 | $22,056 | $15,120 | — | — |