How big is Bradley Wealth LLC's plan?

Bradley Wealth LLC's plan reported $973K in assets and 4 participants for 2024.

Original filing (PDF)20251010114742NAL0007647169001

Bradley Wealth LLC

Name: Bradley Wealth LLC — Bradley Wealth LLC 401(k) Plan, Form 5500 (2024)
Creator: Bradley Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bradley Wealth LLC 401(k) Plan

401(k) retirement plan · Bradley Wealth LLC's Bradley Wealth LLC 401(k) Plan held $973K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$973K

Net assets (EOY)

$973K

People on this filing

Michael Bradley signed Bradley Wealth LLC's 2024 Form 5500 as plan administrator.

Michael Bradley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bradley Wealth LLC's EIN is 03-0614606.

EIN 03-0614606

Plan number 001

Plan year 2024

ACK ID 20251010114742NAL0007647169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bradley Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bradley Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRADLEY WEALTH LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score