Bradford Company Retirement Savings Plan — Form 5500 plan (Bradford Company)
Plain-English plan 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, Bradford Company Retirement Savings Plan is a benefit plan reported by Bradford Company under EIN 38-1903019 and plan number 003. The latest loaded filing year is 2023. The filing reports 414 participants and $49,516,738 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bradford Company
- EIN
- 38-1903019
- Plan number
- 003
- Plan type
- 2
- Location
- Holland, MI
- Latest filing year
- 2023
- Participants
- 414
- End-of-year plan assets
- $49,516,738
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 414 | H, C | 20241014085009NAL0025758929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,516,738
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,516,738
- Net assets (BOY)
- $37,173,587
Income & contributions
- Employer contributions
- $1,076,829
- Participant contributions
- $1,792,571
- Total contributions
- $2,869,400
- Total income / additions
- $10,377,799
Expenses & distributions
- Benefits paid
- $3,823,258
- Administrative expenses
- $89,529
- Total expenses
- $3,931,578
- Net increase / (decrease)
- $6,446,221
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,694 | $0 | 2023 |
| Wells Fargo Advisors | INVESTMENT ADVISORY | $28,561 | not reported in the loaded dataset | 2023 |
| Hungerford | ACCOUNTANT | $23,300 | not reported in the loaded dataset | 2023 |