Plan Ledger DOL Form 5500 · updated monthly

E.B. Bradley Company401(k)

E.B. BRADLEY COMPANY PROFIT SHARING 401(K) PLAN · VERNON, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

E.B. Bradley Company reported $83,806 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $640 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 0.334%. 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 2,954th-largest of 9,483 plans among California employers on file, and the 1,503rd of 4,246 in wholesale trade. In 2024, employees put in $7.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,441,326
Participants with balances338
Active participants282
Employer contributions$180,604
Employee contributions$1,403,714
Employer contribution per active participant$640
Average account balance$78,229
Benefits paid to participants$1,751,380
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$26.4M · 338 accts · $181K emplr
2023$23.8M · 331 accts · $157K emplr
2022$20.5M · 339 accts · $144K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,516
Investment management$37,790
Trustee / custodial$500
Total administrative$83,806
The E.B. Bradley Company 401(k) match · 2024
Employer contribution per active participant$640
Median for plans this size$2,416
2024$640 per active participant
2023$575 per active participant
2022$524 per active participant

E.B. Bradley Company'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
NWPS · Recordkeeping$36,031
QUALIFIED PLAN ADVISORY, LLC · Investment advisory (participants) · Investment advisory (plan)$37,790

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

Recordkeeper by year2
2024NWPS
2023NWPS

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

Administrative cost history3
2024$83,806 · 0.33%
2023$76,396 · 0.34%
2022$73,882 · 0.33%
Same employer
Similar plansWholesale Trade · California
Creative Labs, Inc. CA$26.1M · 0.06%
Keeco, LLC CA$26.0M · 0.62%
Capcom U.S.A. Inc. CA$26.0M · 0.00%
Sunrise Brands, LLC CA$25.8M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951490878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.