Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRADLEY WOODS & CO. LTD.
EIN 20-1775542financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
17
845 THIRD AVENUE, SUITE 1703 - NEW YORK, NY 10022212-826-9191bradleywoods.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 17 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BRADLEY WOODS & CO. LTD.CASH BALANCE PLAN
CashBalance
Assets$708K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRADLEY WOODS & CO. LTD. RETIREMENT SAVINGS PLAN
ProfitSharing
Assets$487K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRADLEY WOODS & CO. LTD.CASH BALANCE PLAN | CashBalance | $708K | 8 | 2024 | |
| 002 | BRADLEY WOODS & CO. LTD. RETIREMENT SAVINGS PLAN | ProfitSharing | $487K | 9 | 2025 |
Retirement plans