2023 Form 5500 filing — Bradley Corporation Employees 401k Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007162800NAL0015507553001) for Bradley Corporation Employees 401k Savings Plan, reported by Bradley Corporation under EIN 39-0178880 and plan number 003. It reports 614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007162800NAL0015507553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bradley Corporation
- EIN
- 39-0178880
- Plan number
- 003
- Location
- Menomonee Falls, WI
- Participants
- 614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,447,106
- Net assets (EOY)
- $74,447,106
- Employer contributions
- $2,048,334
- Participant contributions
- $3,640,773
- Total income / additions
- $17,349,252
- Benefits paid
- $8,746,970
- Administrative expenses
- $98,369
- Total expenses
- $8,866,170
- Net increase / (decrease)
- $8,483,082
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W Baird & Company, Inc | INVESTMENT ADVISOR | $61,724 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $21,857 | $0 |
| Cliftonlarsonallen | AUDITOR | $14,788 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |