Retirement plan

BRADLEY TANKS, INC. 401K PLAN

Name: BRADLEY TANKS, INC. - BRADLEY TANKS, INC. 401K PLAN (2022) 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 2022

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)

$3.1M

+20.3% from 2021

Total participants

+6.2% from 2021

Average account balance

$35,754

+9.1% from 2021

Annual return

-17.97%

-32.14 pp from 2021

Benchmarks

See 27,998 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort27,998 peers

Snapshot2022

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

$95K

$1197 / participant

Other / not subdivided$95K100.0%

% of EOY assets

3.076%

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

$35,754

$82,678-56.8%

$125,391-71.5%

$68,490-47.8%

Participation rate

100.0%

75.1%+24.9pp

82.4%+17.6pp

67.9%+32.1pp

Annual return

-17.97%

-5.97%-12.0pp

572.41%-590.4pp

-7.85%-10.1pp

Employer contribution / active EE

$4,416

$3,382+30.6%

$4,816-8.3%

$2,597+70.1%

Participant deferral / active EE

$8,677

$6,111+42.0%

$7,448+16.5%

$4,028+115.4%

Admin fee / account holder

$1,100

$6,277-82.5%

$10,009-89.0%

$5,403-79.6%

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