Retirement plan

BRADHAM COMFORT SERVICES, INC.

Name: BRADHAM COMFORT SERVICES, INC. - BRADHAM COMFORT SERVICES, INC. (2025) Form 5500
Creator: BRADHAM COMFORT SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRADHAM COMFORT SERVICES, INC., BRADHAM COMFORT SERVICES, INC.

BRADHAM COMFORT SERVICES, INC.EIN 56-1125221Plan #001PY 2025

6128 ROZZELLES FERRY ROAD - CHARLOTTE, NC 28214704-392-8056bradhambrothers.comLinkedIn51-200 employeesconsumer goods

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$3M

+19.9% from 2024

Total participants

+15.9% from 2024

Average account balance

$70,318

+6.0% from 2024

Annual return

5.49%

-1.19 pp from 2024

Benchmarks

See 2,959 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort2,959 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.02M

Not enough data

1 years with asset history on file

Average account balance

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

$70K

Not enough data

1 years with per-participant data

Participants with account balance

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

Not enough data

1 years with headcount on file

Eligible Participants and Participation

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

67.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$373K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+5.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$211

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

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

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$142 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.300%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,318

$105,284-33.2%

$150,734-53.3%

$94,015-25.2%

Participation rate

42.2%

71.7%-29.5pp

78.4%-36.3pp

70.8%-28.6pp

Annual return

5.49%

15.67%-10.2pp

600.81%-595.3pp

17.84%-12.4pp

Employer contribution / active EE

$1,933

$3,599-46.3%

$4,918-60.7%

$2,790-30.7%

Participant deferral / active EE

$3,899

$4,274-8.8%

$5,610-30.5%

$4,249-8.3%

Admin fee / account holder

$211

$9,839-97.9%

$14,905-98.6%

$8,951-97.6%

BRADHAM COMFORT SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRADHAM COMFORT SERVICES, INC.

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