Bradley Caldwell, Inc. 401(k) Retirement Savings Plan
Sponsored by Bradley Caldwell, Inc. · EIN 210698772 · Plan #001 · Hazleton, PA
- Total assets
- $30.1M
- Net assets
- $30.1M
- Active participants
- 384
- With balances
- 380
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 |
|---|---|---|
| Sterling Investment Advisors Ltd. CRD 140710 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sterling Investment Advisors Ltd | Investment advisory (plan) | $49,566 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $33,892 |