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Original filing (PDF)20251014065535NAL0004845826001
BRADLEY-MORRIS, LLC
Form 5500-SF
FILING_RECEIVED
BRADLEY-MORRIS, LLC RETIREMENT PLAN (002)
401(k) retirement plan
Active participants
48
Accounts w/ balance
45
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRADLEY-MORRIS, LLC.
Plan sponsor
Name
BRADLEY-MORRIS, LLC
EIN
46-2966473
Address
422 WEST LOVELAND AVE · LOVELAND, OH · 45140
Phone
(678) 819-4174
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
BENEFIT SOLUTIONS, ETC.
EIN
81-3186048
City
DAYTON, OH
Phone
(800) 559-3119
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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