How big is Bradley LEAD Group LLC's plan?

Bradley LEAD Group LLC's plan reported $233K in assets and 20 participants for 2023.

Original filing (PDF)20240628131804NAL0001256354001

Bradley LEAD Group LLC

Name: Bradley LEAD Group LLC — Bradley LEAD Group LLC, Form 5500 (2023)
Creator: Bradley LEAD Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bradley LEAD Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Bradley LEAD Group LLC's Bradley LEAD Group LLC 401(k) Profit Sharing Plan held $233K in plan assets for 20 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

People on this filing

Marsha Ortez signed Bradley LEAD Group LLC's 2023 Form 5500 as plan administrator.

Marsha Ortez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bradley LEAD Group LLC's EIN is 47-3788855.

EIN 47-3788855

Plan number 001

Plan year 2023

ACK ID 20240628131804NAL0001256354001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Bradley LEAD Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Bradley LEAD Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 LEAD GROUP LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BRADLEY LEAD GROUP LLC

EIN

all filings

Address

8671 WOLFF COURT #300 · WESTMINISTER, CO · 80031

Phone

(303) 919-6901

Industry

Information / Tech / Media

Plan administrator