Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRADLEY & WELLERSTEIN LLP
EIN 95-4769511legal servicesLatest filing 2025
Plans
2
Retirement
2
$12.2M assets
Welfare
0
Participants
95
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.2M assets / 95 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 & WELLERSTEIN 401(K) PROFIT SHARING PLAN
401k
Assets$7.9M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BRADLEY & WELLERSTEIN EMPLOYEE'S 401(K) PROFIT SHARING PLAN
401k
Assets$4.3M
Participants33
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 & WELLERSTEIN 401(K) PROFIT SHARING PLAN | 401k | $7.9M | 62 | 2025 | |
| 002 | BRADLEY & WELLERSTEIN EMPLOYEE'S 401(K) PROFIT SHARING PLAN | 401k | $4.3M | 33 | 2025 |
Retirement plans