Plan Snapshot
- Plan Sponsor: Smb Bradley Management, LLC
- Sponsor EIN: 463359932
- Sponsor Address: 111 E. WACKER DRIVE, SUITE 900, CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $4.7M
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 | 12 | $4.7M | $49,405 | $146,794 |
| 2023 | 12 | $4.1M | $49,167 | $146,108 |
| 2022 | 12 | $3.5M | $50,466 | $139,558 |