Plan Ledger DOL Form 5500 · updated monthly

Bradshaw International, Inc.401(k)

BRADSHAW HOME BEFORE-TAX SAVINGS PLAN · RANCHO CUCAMONGA, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Bradshaw International, Inc. reported $95,190 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $2,687 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 2,471st-largest of 9,483 plans among California employers on file, and the 1,229th of 4,246 in wholesale trade. In 2024, employees put in $2.14 for every $1.00 the employer contributed; active participation has shrunk from 500 to 394 since 2022.

Plan summary
Net assets, end of year$33,485,952
Participants with balances367
Active participants394
Employer contributions$1,058,739
Employee contributions$2,270,613
Employer contribution per active participant$2,687
Average account balance$91,242
Benefits paid to participants$7,019,686
Plan auditUnmodified (clean) audit opinion
AuditorSOREN MCADAM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$33.5M · 367 accts · $1.1M emplr
2023$33.0M · 384 accts · $914K emplr
2022$27.7M · 456 accts · $940K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,813
Investment management$61,377
Total administrative$95,190
The Bradshaw International, Inc. 401(k) match · 2024
Employer contribution per active participant$2,687
Median for plans this size$2,416
2024$2,687 per active participant
2023$2,000 per active participant
2022$1,879 per active participant

Bradshaw International, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMBREE FINANCIAL GROUP · Investment advisory (plan)$61,378
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$33,813

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$95,190 · 0.29%
2023$81,367 · 0.27%
2022$88,928 · 0.28%
Same employer
Similar plansWholesale Trade · California
Roland Corporation U.S. CA$34.3M · 0.36%
Mission Produce, Inc. CA$33.8M · 0.29%
Pentland USA, Inc. CA$33.5M · 0.29%
Mad Engine Global, LLC CA$33.3M · 0.36%
Motive Energy, Inc CA$33.2M · 0.49%
Faire Wholesale, Inc. CA$32.7M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954083998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.