Retirement plan

BRADFORD DRUG STORE, INC. 401(K) PROFIT SHARING PLAN

Name: BRADFORD DRUG STORE, INC. - BRADFORD DRUG STORE, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: BRADFORD DRUG STORE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRADFORD DRUG STORE, INC. 401(K) PROFIT SHARING PLAN, BRADFORD DRUG STORE, INC.

BRADFORD DRUG STORE, INC.EIN 58-1850978Plan #001PY 2025

P.O. BOX 126 - CEDARTOWN, GA 30125770-748-3100LinkedIn11-50 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+15.4% from 2024

Total participants

+6.3% from 2024

Average account balance

$142,291

+6.5% from 2024

Annual return

14.96%

-0.46 pp from 2024

Benchmarks

See 10,223 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,223 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2150

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$28K

$1747 / participant

Other / not subdivided$28K100.0%

% of EOY assets

1.511%

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

$142,291

$124,980+13.9%

$108,359+31.3%

$154,746-8.0%

Participation rate

75.0%

75.2%-0.2pp

70.1%+4.9pp

80.7%-5.7pp

Annual return

14.96%

45.00%-30.0pp

36.89%-21.9pp

172.34%-157.4pp

Employer contribution / active EE

$854

$2,851-70.0%

$2,399-64.4%

$4,379-80.5%

Participant deferral / active EE

$1,258

$4,743-73.5%

$4,137-69.6%

$6,730-81.3%

Admin fee / account holder

$2,150

$11,502-81.3%

$9,741-77.9%

$14,365-85.0%

BRADFORD DRUG STORE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRADFORD DRUG STORE, INC. 401(K) PROFIT SHARING PLAN

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