AUMdb

Bradford Company Retirement Savings Plan

Sponsored by Bradford Company · EIN 381903019 · Plan #003

Total assets
$57.0M
Net assets
$57.0M
Active participants
416
With balances
442

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $44,999
Wells Fargo Advisors Investment advisory (plan), Direct payment from the plan $33,000
Hungerford Accounting, Direct payment from the plan $6,200