Bradford Preparatory School, Inc. 401(k) Plan
Sponsored by Bradford Preparatory School, Inc. · EIN 460751662 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 162
- With balances
- 167
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $17,952 |
| Capital Group Retirement Plan Ser | Recordkeeping fees | $3,336 |
| Maxus Plan Solutions | Contract administrator | $2,400 |