Back to filter
Original filing (PDF)20250717162505NAL0000947376001
BRADLEY MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
BRADLEY MANAGEMENT LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
158
Accounts w/ balance
150
Plan assets (EOY)
$605K
Net assets (EOY)
$605K
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
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 MANAGEMENT LLC.
Plan sponsor
Name
BRADLEY MANAGEMENT LLC
EIN
47-3449465
Address
PO BOX 126 · VALLEY CENTER, KS · 67147
Phone
(612) 309-2246
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
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
Similar-size Real Estate plans
JRV MANAGEMENT CO., L.C.
JRV MANAGEMENT CO., L.C. EMPLOYEE 401-K PLAN
$605K · 12 participants
TARGET PROPERTY MANAGEMENT COR
TARGET PROPERTY MANAGEMENT COR 401(K) PROFIT SHARING PLAN & TRUST
$605K · 23 participants
OCEAN LANDINGS RESORT
OCEAN LANDINGS RESORT SAVINGS PLAN
$606K · 10 participants
PACIFIC TROPICAL ESCAPES LLC
PACIFIC TROPICAL ESCAPES LLC 401(K) PLAN
$605K · 10 participants
RAM MANAGEMENT CO., LLC
RAM MANAGEMENT CO., LLC 401(K) PLAN
$604K · 9 participants
CPM REAL ESTATE SERVICES, INC.
CPM REAL ESTATE SERVICES INC 401(K) PLAN
$606K · 27 participants
Large plans in Kansas
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED CONTRIBUTION MASTER TRUST
$13.4B
KOCH COMPANIES, LLC
KOCH COMPANIES DEFINED BENEFIT MASTER TRUST
$6.1B
KOCH COMPANIES, LLC
KOCH EMPLOYEES' SAVINGS PLAN
$4.3B · 11,749 participants
PERFORMANCE CONTRACTING GROUP, INC.
PERFORMANCE CONTRACTING GROUP, INC. ESOP/401(K) PLAN
$3.6B · 1,366 participants
KOCH INDUSTRIES, INC.
KOCH INDUSTRIES INC EMPLOYEES' SAVINGS PLAN
$3.4B · 11,911 participants
BVH, INC.
BLACK & VEATCH RETIREMENT PROGRAM
$3.0B · 7,022 participants