2023 Form 5500 filing — Bradford Company Retirement 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 20241014085009NAL0025758929001) for Bradford Company Retirement Savings Plan, reported by Bradford Company under EIN 38-1903019 and plan number 003. It reports 414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014085009NAL0025758929001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bradford Company
- EIN
- 38-1903019
- Plan number
- 003
- Location
- Holland, MI
- Participants
- 414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,516,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,516,738
- Employer contributions
- $1,076,829
- Participant contributions
- $1,792,571
- Total income / additions
- $10,377,799
- Benefits paid
- $3,823,258
- Administrative expenses
- $89,529
- Total expenses
- $3,931,578
- Net increase / (decrease)
- $6,446,221
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,694 | $0 |
| Wells Fargo Advisors | INVESTMENT ADVISORY | $28,561 | not reported in the loaded dataset |
| Hungerford | ACCOUNTANT | $23,300 | not reported in the loaded dataset |