Retirement plan

BRADLEY TANKS, INC. 401K PLAN

Name: BRADLEY TANKS, INC. - BRADLEY TANKS, INC. 401K PLAN (2021) Form 5500
Creator: BRADLEY TANKS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRADLEY TANKS, INC. 401K PLAN, BRADLEY TANKS, INC.

BRADLEY TANKS, INC.EIN 94-3322772Plan #002PY 2021

402 HARTZ AVENUE, BUILDING C - DANVILLE, CA 94526925-229-2900btienvironmental.comLinkedIn51-200 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+59.8% from 2020

Total participants

+5.2% from 2020

Average account balance

$32,772

+49.5% from 2020

Annual return

14.18%

-7.89 pp from 2020

Benchmarks

See 27,000 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort27,000 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.29M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

105.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.29M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+17.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1857

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 codes2E2F2G2J3D

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.

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

$89K

$1215 / participant

Other / not subdivided$89K100.0%

% of EOY assets

3.470%

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

$32,772

$105,210-68.9%

$159,487-79.5%

$85,851-61.8%

Participation rate

95.9%

75.8%+20.1pp

82.8%+13.1pp

69.3%+26.6pp

Annual return

14.18%

45.08%-30.9pp

263.71%-249.5pp

318.63%-304.5pp

Employer contribution / active EE

$3,618

$3,319+9.0%

$4,831-25.1%

$2,565+41.0%

Participant deferral / active EE

$7,173

$5,946+20.6%

$7,354-2.5%

$3,952+81.5%

Admin fee / account holder

$1,137

$6,934-83.6%

$10,804-89.5%

$6,261-81.8%

BRADLEY TANKS, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRADLEY TANKS, INC. 401K 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