Plan Ledger DOL Form 5500 · updated monthly

Bradley Company, LLC401(k)

BRADLEY COMPANY, LLC 401(K) PLAN · SOUTH BEND, IN · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Bradley Company, LLC reported $46,657 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $526 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 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Indiana (1,060th of 1,562), and 1,353rd of 2,096 in real estate & leasing. In 2024, employees put in $5.66 for every $1.00 the employer contributed; active participation has shrunk from 220 to 191 since 2022.

Plan summary
Net assets, end of year$6,785,067
Participants with balances134
Active participants191
Employer contributions$100,520
Employee contributions$568,463
Employer contribution per active participant$526
Average account balance$50,635
Benefits paid to participants$1,050,119
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 134 accts · $101K emplr
2023$6.4M · 144 accts · $116K emplr
2022$5.2M · 134 accts · $142K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,657
Total administrative$46,657
The Bradley Company, LLC 401(k) match · 2024
Employer contribution per active participant$526
Median for plans this size$1,313
2024$526 per active participant
2023$528 per active participant
2022$644 per active participant

Bradley Company, LLC's 2024 employer contribution ran below the $1,313 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
JOHN HANCOCK LIFE INSURANCE CO · Recordkeeping · Investment management$23,289
MERRILL LYNCH · Investment advisory (participants)$16,133

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$46,657 · 0.71%
2023$37,984 · 0.66%
2022$35,248 · 0.68%
Same employer
Similar plansReal Estate & Leasing · Indiana
Granite Ridge Group, Inc. IN$7.6M · 0.66%
Premier Truck Rental, LLC IN$6.3M · 0.29%
Adams Remco, Inc. IN$5.7M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200017343 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.