Original filing (PDF)20251014065457NAL0004844210001

BRADLEY-MORRIS, LLC

Name: BRADLEY-MORRIS, LLC — BRADLEY-MORRIS, LLC RETIREMENT PLAN (003), Form 5500 (2024)
Creator: BRADLEY-MORRIS, LLC

Form 5500-SF

FILING_RECEIVED

BRADLEY-MORRIS, LLC RETIREMENT PLAN (003)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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-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

003

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

Service providers (Schedule C)

Small plans don't disclose service providers

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