AUMdb

Bradley Plumbing & Heating, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Bradley Plumbing & Heating, Inc. · EIN 630461546 · Plan #001

Total assets
$8.1M
Net assets
$8.1M
Active participants
129
With balances
84

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Capsouth Partners, Inc. Trustee (individual) $17,614
Employee Fiduciary, Llc Recordkeeping, Recordkeeping fees $16,415