Original filing (PDF)20250730153741NAL0002049187001

BRADLEY & RILEY PC

Name: BRADLEY & RILEY PC — BRADLEY & RILEY PC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BRADLEY & RILEY PC

Form 5500-SF

FILING_RECEIVED

BRADLEY & RILEY PC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$30.8M

Net assets (EOY)

$30.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRADLEY & RILEY PC.

Plan sponsor

Name

BRADLEY & RILEY PC

EIN

42-1163315

Address

2007 1ST AVENUE SE · CEDAR RAPIDS, IA · 52402

Phone

(319) 363-0101

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MARKOWITZ HERBOLD PC

401(K) EE SVGS PL OF MARKOWITZ HERBOLD

$30.8M · 71 participants

FITZPATRICK LENTZ & BUBBA, P.C.

FITZPATRICK LENTZ & BUBBA, P.C. EMPLOYEE 401(K) PROFIT SHARING P

$30.8M · 96 participants

KURZMAN EISENBERG CORBIN & LEVER LLP

KURZMAN EISENBERG CORBIN & LEVER LLP PROFIT SHARING 401(K) PLAN

$30.8M · 60 participants

MANNING, FULTON & SKINNER, P.A.

MANNING, FULTON & SKINNER, P.A. RETIREMENT SAVINGS PLAN

$30.7M · 67 participants

MILBER, MAKRIS, PLOUSADIS & SEIDEN LLP