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Company:
Bradley Investments, Inc.
Plan:
Bradley 401k Retirement Plan
 

Bradley Investments, Inc.

53 Plan: Bradley 401k Retirement Plan

 
 
53
11
54
78
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 25 point difference between this plan's BrightScope Rating (53) and the top rated plan (78) could equate to:
[How is this calculated?]
11 additional years of work
Up to $140,100 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Bradley 401k Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 53. This plan is in the top 15% of plans for Investment Menu Quality. Bradley 401k Retirement Plan currently has over 100 active participants and over $1.9M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
27
Plan Average: 24
Top 3 Funds in this 401k
1. Maxim T. Rowe Price Equity Income 13%
2. MFS International Value 12%
3. Davis New York Venture 9%

 Retirement Plan Details

Address 1690 Industrial Blvd
Lake Havasu City, AZ 86403 
Industry New Car Dealers
Administrator Doug Falldorf
Net Plan Assets $1,870,000
Total Participants 150
Avg Account Balance $18,000

  Plan Service Providers

Insurance Carrier Great-West Life
Insurance Advisor/Broker Lincoln Financial
Auditor Schumann Adriano & Company P.L.L.C.

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