AUMdb

E.B. Bradley Company Profit Sharing 401(k) Plan

Sponsored by E.B. Bradley Company · EIN 951490878 · Plan #001

Total assets
$26.5M
Net assets
$26.4M
Active participants
282
With balances
338

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Qualified Plan Advisory, Llc CRD 135324 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Qualified Plan Advisory, Llc Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $37,790
Nwps Recordkeeping, Direct payment from the plan, Recordkeeping fees $36,031