Plan Ledger DOL Form 5500 · updated monthly

Bradley Caldwell, Inc.401(k)

BRADLEY CALDWELL, INC. 401(K) RETIREMENT SAVINGS PLAN · HAZLETON, PA · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Bradley Caldwell, Inc. reported $83,458 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $512 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,178th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,359th of 4,246 in wholesale trade. In 2024, employees put in $8.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,062,308
Participants with balances380
Active participants384
Employer contributions$196,791
Employee contributions$1,742,059
Employer contribution per active participant$512
Average account balance$79,111
Benefits paid to participants$1,915,763
Plan auditUnmodified (clean) audit opinion
AuditorKRONICK KALADA BERDY & CO.,PC
Plan history3
Yearassets · accounts · employer contribution
2024$30.1M · 380 accts · $197K emplr
2023$27.2M · 361 accts · $198K emplr
2022$23.6M · 365 accts · $179K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,892
Investment management$49,566
Total administrative$83,458
The Bradley Caldwell, Inc. 401(k) match · 2024
Employer contribution per active participant$512
Median for plans this size$2,416
2024$512 per active participant
2023$569 per active participant
2022$442 per active participant

Bradley Caldwell, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STERLING INVESTMENT ADVISORS LTD · Investment advisory (plan)$49,566
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,892

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$83,458 · 0.29%
2023$72,374 · 0.28%
2022$76,063 · 0.30%
Same employer
Similar plansWholesale Trade · Pennsylvania
Tague Lumber, Inc. PA$30.1M · 0.43%
Forbo Flooring, Inc. PA$30.1M · 0.09%
Amercareroyal, LLC. PA$28.7M · 0.26%
Mellott Company, LLC PA$28.5M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 210698772 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.