Plan Snapshot
- Plan Sponsor: R. Bradley & Associates, Ltd.
- Sponsor EIN: 562071189
- Sponsor Address: 6015 FAYETTEVILLE RD, STE. 211, DURHAM, NC, 27713
- Plan Type: DC
- Total Participants: 7
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $4.8M | $43,511 | $0 |
| 2023 | 8 | $4.1M | $98,581 | $0 |
| 2022 | 8 | $3.5M | $95,781 | $0 |