Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRADLEY-MORRIS, LLC
EIN 46-2966473Administrative and Support and Waste Management and Remediation ServicesLatest filing 2024
Plans
3
Retirement
3
$10.4M assets
Welfare
0
Participants
113
422 WEST LOVELAND AVE - LOVELAND, OH 45140678-819-4174
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $10.4M assets / 113 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#002
BRADLEY-MORRIS, LLC RETIREMENT PLAN (002)
401k
Assets$4.5M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BRADLEY-MORRIS, LLC RETIREMENT PLAN (001)
401k
Assets$3.3M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BRADLEY-MORRIS, LLC RETIREMENT PLAN (003)
401k
Assets$2.6M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BRADLEY-MORRIS, LLC RETIREMENT PLAN (002) | 401k | $4.5M | 48 | 2024 | |
| 001 | BRADLEY-MORRIS, LLC RETIREMENT PLAN (001) | 401k | $3.3M | 36 | 2024 | |
| 003 | BRADLEY-MORRIS, LLC RETIREMENT PLAN (003) | 401k | $2.6M | 29 | 2024 |
Retirement plans
Welfare plans