Plan Ledger DOL Form 5500 · updated monthly

Bradley Management Group, Inc.401(k)

HUBLER AUTOMOTIVE GROUP 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Bradley Management Group, Inc. reported $68,780 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,025 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 2 years on file its reported administrative ratio fell from 0.27% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 442nd-largest of 1,562 plans among Indiana employers on file, and the 1,074th of 5,215 in retail trade. In 2024, employees put in $3.28 for every $1.00 the employer contributed; active participation has grown from 447 to 500 since 2022.

Plan summary
Net assets, end of year$28,815,900
Participants with balances493
Active participants500
Employer contributions$512,644
Employee contributions$1,682,709
Employer contribution per active participant$1,025
Average account balance$58,450
Benefits paid to participants$2,573,187
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.8M · 493 accts · $513K emplr
2023$25.8M · 469 accts · $505K emplr
2022$22.3M · 459 accts · $505K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,005
Investment management$45,000
Audit (IQPA)$5,775
Total administrative$68,780
The Bradley Management Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,025
Median for plans this size$2,416
2024$1,025 per active participant
2023$1,089 per active participant
2022$1,129 per active participant

Bradley Management Group, 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$42,483
CAPFINANCIAL PARTNERS, LLC (DBA)CAP · Investment advisory (plan)$45,000

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Bradley Management Group, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$68,780 · 0.25%
2023$69,356 · 0.29%
2022$62,951 · 0.27%
Similar plansRetail Trade · Indiana
Ed Martin East, Inc. IN$35.0M · 0.16%
D-Patrick, Inc. IN$26.6M · 0.38%
Dreyer & Reinbold, Inc. IN$26.2M · 0.03%
Indiana Grocery Group, LLC IN$26.1M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351883311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.