Back to filter
Original filing (PDF)20250425073801NAL0018095458001
BRADSHAW, GORDON & CLINKSCALES, LLC
Form 5500-SF
FILING_RECEIVED
BRADSHAW, GORDON & CLINKSCALES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
43
Accounts w/ balance
53
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
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 BRADSHAW, GORDON & CLINKSCALES, LLC.
Plan sponsor
Name
BRADSHAW, GORDON & CLINKSCALES, LLC
EIN
57-1060705
Address
630 E. WASHINGTON STREET · GREENVILLE, SC · 29601
Phone
(864) 233-0590
Industry
CPA 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
2025-04-25
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2E · Profit-sharing
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 CPA Offices plans
GRODSKY, CAPORRINO & KAUFMAN, LLP
GRODSKY, CAPORRINO & KAUFMAN, LLP 401(K) PLAN
$7.0M · 17 participants
WINEBERG SOLHEIM HOWELL & SHAIN, PC
WSHS, PC 401(K) PROFIT SHARING PLAN & TRUST
$7.0M · 9 participants
CRAWFORD & ASSOCIATES, INC.
SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF CRAWFORD & ASSOCIATES, P. C.
$7.0M · 27 participants
REICH AND WALNER LLP
REICH AND WALNER LLP 401(K) RETIREMENT PLAN
$7.0M · 14 participants
CMP, P.C.
COOK MARTIN POULSON, 401(K) PLAN
$7.0M · 47 participants
PURDY POWERS & CO. P.A.
PURDY POWERS & COMPANY 401(K) AND PROFIT SHARING PLAN
$7.0M · 39 participants
Large plans in South Carolina
MICHELIN NORTH AMERICA, INC. C/O RETIREMENT MANAGER
MICHELIN 401(K) SAVINGS PLAN
$4.5B · 15,068 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MULTIPLE EMPLOYER PENSION PLAN
$3.7B · 1,489 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
$2.2B · 3,464 participants
PRISMA HEALTH
PRISMA HEALTH RETIREMENT SAVINGS PLAN
$2.2B · 32,659 participants