Plan Snapshot
- Plan Sponsor: Bradshaw International, INC.
- Sponsor EIN: 954083998
- Sponsor Address: 9409 BUFFALO AVENUE, RANCHO CUCAMONGA, CA, 91730
- Plan Type: 401(k)
- Total Participants: 394
- Total Assets: $33.5M
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 | 394 | $33.5M | $1.1M | $2.3M |
| 2023 | 457 | $33.0M | $914,089 | $2.0M |
| 2022 | 500 | $27.7M | $939,678 | $2.0M |
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 |
|---|---|---|---|---|
| SOREN MCADAM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SOREN MCADAM LLP — 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 | $95,190 | $61,377 | $300 | — | — |
| 2023 | $81,367 | $51,839 | — | — | — |
| 2022 | $88,928 | — | — | — | — |