Plan Ledger DOL Form 5500 · updated monthly

Bradley Corporation401(k)

BRADLEY CORPORATION EMPLOYEES 401K SAVINGS PLAN · MENOMONEE FALLS, WI · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Bradley Corporation reported $98,369 in plan administrative expenses for 2023: 0.14% of average plan assets, above the peer median. Employer contributions averaged $4,742 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 1 year on file its reported administrative ratio fell from 0.21% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other construction employers. By assets it is the 296th-largest of 1,936 plans among Wisconsin employers on file, and the 788th of 5,337 in construction. In 2023, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,447,106
Participants with balances584
Active participants432
Employer contributions$2,048,334
Employee contributions$3,640,773
Employer contribution per active participant$4,742
Average account balance$127,478
Benefits paid to participants$8,746,970
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $1.4M emplr
2023$74.4M · 584 accts · $2.0M emplr
2022$66.0M · 594 accts · $1.6M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$21,857
Investment management$61,724
Audit (IQPA)$14,788
Total administrative$98,369
The Bradley Corporation 401(k) match · 2023
Employer contribution per active participant$4,742
Median for plans this size$3,659
2023$4,742 per active participant
2022$3,742 per active participant

Bradley Corporation's 2023 employer contribution ran above the $3,659 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$21,857
ROBERT W BAIRD & COMPANY, INC · Investment advisory (plan)$61,724
CLIFTONLARSONALLEN · Accounting / audit$14,788
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024Not separately reported
2023$98,369 · 0.14%
2022$154,427 · 0.21%
Same employer
Similar plansConstruction · Wisconsin
J.F. Ahern Co. WI$120.3M · 0.18%
J.H. Findorff & Son Inc. WI$97.4M · 0.22%
Ryan Incorporated Central WI$72.4M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390178880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.