# Smb Bradley Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/smb-bradley-management-llc-401k-plan

> Smb Bradley Management, LLC&#39;s 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [S. Raintree Enterprises, INC.](https://planprovider.pro/companies/s-raintree-enterprises-inc-401k-plan) — 6 participants

- [Dtm Enterprises, INC.](https://planprovider.pro/companies/dtm-enterprises-inc-plan) — 3 participants

- [Elizabeth Anne Tryner, Incorporated](https://planprovider.pro/companies/elizabeth-anne-tryner-incorporated-401k-plan) — 3 participants

- [Essence Group INC.](https://planprovider.pro/companies/essence-group-inc-401k-plan) — 2 participants

- [The Barr Group, PC](https://planprovider.pro/companies/the-barr-group-pc-plan) — 2 participants

- [Realty & Mortgage Co.](https://planprovider.pro/companies/realty-mortgage-co-401k-plan) — 23 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/smb-bradley-management-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
