Retirement plan

CSM DBA BRADLEY STAMPING CORPORATION 401(K) PROFIT SHARING PLAN

Name: CSM DBA BRADLEY STAMPING CORPORATION - CSM DBA BRADLEY STAMPING CORPORATION 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: CSM DBA BRADLEY STAMPING CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CSM DBA BRADLEY STAMPING CORPORATION 401(K) PROFIT SHARING PLAN, CSM DBA BRADLEY STAMPING CORPORATION

CSM DBA BRADLEY STAMPING CORPORATIONEIN 71-0670905Plan #001PY 2025

1816 WHEELER AVE. - FORT SMITH, AR 72901501-785-0730LinkedIn11-50 employeeselectrical/electronic manufacturing

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.8M

+15.8% from 2024

Total participants

+26.7% from 2024

Average account balance

$145,835

-8.6% from 2024

Annual return

14.58%

+4.89 pp from 2024

Benchmarks

See 11,025 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort11,025 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.77M

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2237

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 codes2E2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$42K

$3035 / participant

Other / not subdivided$42K100.0%

% of EOY assets

1.534%

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

$145,835

$136,860+6.6%

$120,344+21.2%

$154,746-5.8%

Participation rate

100.0%

79.9%+20.1pp

76.7%+23.3pp

80.7%+19.3pp

Annual return

14.58%

21.38%-6.8pp

20.30%-5.7pp

172.34%-157.8pp

Employer contribution / active EE

$1,429

$3,533-59.6%

$3,020-52.7%

$4,379-67.4%

Participant deferral / active EE

$2,368

$5,793-59.1%

$5,135-53.9%

$6,730-64.8%

Admin fee / account holder

$2,237

$15,393-85.5%

$12,742-82.4%

$14,365-84.4%

CSM DBA BRADLEY STAMPING CORPORATION 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CSM DBA BRADLEY STAMPING CORPORATION 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