How big is Bradley Montgomery Inc.'s plan?

Bradley Montgomery Inc.'s plan reported $8.8M in assets and 38 participants for 2025.

Original filing (PDF)20260424220310NAL0006161505056

Bradley Montgomery Inc.

Name: Bradley Montgomery Inc. — BAM 401(k) Plan, Form 5500 (2025)
Creator: Bradley Montgomery Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BAM 401(k) Plan

401(k) retirement plan · Bradley Montgomery Inc.'s BAM 401(k) Plan held $8.8M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

Plan identifiers

Bradley Montgomery Inc.'s EIN is 35-2093237.

EIN 35-2093237

Plan number 001

Plan year 2025

ACK ID 20260424220310NAL0006161505056

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bradley Montgomery Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bradley Montgomery Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 MONTGOMERY INC.

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