Retirement plan

BRADLEY CORPORATION EMPLOYEES 401K SAVINGS PLAN

Name: BRADLEY CORPORATION - BRADLEY CORPORATION EMPLOYEES 401K SAVINGS PLAN (2017) Form 5500
Creator: BRADLEY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRADLEY CORPORATION EMPLOYEES 401K SAVINGS PLAN, BRADLEY CORPORATION

BRADLEY CORPORATIONEIN 39-0178880Plan #003PY 2017

W142 N9101 FOUNTAIN BOULEVARD - MENOMONEE FALLS, WI 53051262-532-5973bradleycorp.comLinkedIn501-1000 employeesbuilding materials

Other plans on this EIN

1 filing

#001Retirement-$65.5M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed August 30, 2023 (most recent of 3 filings on file)

Plan administrator

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W142 N9101 Fountain Blvd.

Menomonee Falls, WI 53051

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Plans declared (1)

Bradley Corporation Executive Restoration Plan15 emp

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Total assets (EOY)

$60.3M

+21.7% from 2016

Total participants

569

-0.5% from 2016

Average account balance

$105,908

+22.8% from 2016

Annual return

17.73%

+8.61 pp from 2016

Benchmarks

See 1,124 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort1,124 peers

Snapshot2017

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-85.40%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Service code 12 · EIN 13-3689044	Direct payment from the plan; Float r...	$68,639
BAIRD FUNDS3+ years Filed as: ROBERT W. BAIRD & COMPANY INC. Service code 16	Consulting	$35,036
BAIRD FUNDS3+ years Filed as: ROBERT W BAIRD & COMPANY, INC Service code 16 777 EAST WISCONSIN AVE. · MILWAUKEE, WI 53202	Consulting	$9,486
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2E2F2G2J3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$78K

$173 / participant

Investment mgmt$9K12.1%
Other / not subdivided$69K87.9%

% of EOY assets

0.130%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SCHENCK
Auditor EIN: 391173131
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$105,908

$60,545+74.9%

$92,240+14.8%

$69,631+52.1%

Participation rate

100.0%

72.2%+27.8pp

76.5%+23.5pp

70.7%+29.3pp

Annual return

17.73%

19.71%-2.0pp

176.29%-158.6pp

27571.02%-27553.3pp

Employer contribution / active EE

$3,825

$2,633+45.3%

$3,680+4.0%

$2,032+88.2%

Participant deferral / active EE

$5,875

$2,828+107.8%

$3,897+50.8%

$3,224+82.3%

Admin fee / account holder

$137

$145-5.2%

$5,194-97.4%

$110+24.3%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Service code 12 · EIN 13-3689044

Direct payment from the plan; Float r...

$68,639

BAIRD FUNDS3+ years

Filed as: ROBERT W. BAIRD & COMPANY INC.

Service code 16

Consulting

$35,036

BAIRD FUNDS3+ years

Filed as: ROBERT W BAIRD & COMPANY, INC

Service code 16

777 EAST WISCONSIN AVE. · MILWAUKEE, WI 53202

Consulting

$9,486

NATIONAL FINANCIAL SERVICES3+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

BRADLEY CORPORATION EMPLOYEES 401K SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRADLEY CORPORATION EMPLOYEES 401K SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion