· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BRADSHAW & COMPANY INSURORS — BRADSHAW & COMPANY, INSURORS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251001161352NAL0016364432001
BRADSHAW & COMPANY INSURORS
Form 5500-SF
FILING_RECEIVED
BRADSHAW & COMPANY, INSURORS 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
17
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRADSHAW & COMPANY INSURORS
.
Find decision makers
Plan sponsor
Name
BRADSHAW & COMPANY INSURORS
EIN
62-0790980
Address
421 W COURT ST · DYERSBURG, TN · 380244616
Phone
(731) 285-5767
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
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
Related plans
Similar-size Insurance Agencies & Brokerages plans
LOBOSCO INSURANCE GROUP, LLC
JOSEPH LOBOSCO & SONS PROFIT SHARING PLAN
$8.8M · 20 participants
TRUCKERS INSURANCE ASSOCIATES, INC.
TRUCKERS INSURANCE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
$8.8M · 53 participants
ROCKWOOD PROGRAMS
ROCKWOOD PROGRAMS 401(K) RETIREMENT PLAN
$8.8M · 21 participants
CHALMERS INSURANCE AGENCY, INC.
CHALMERS AGENCY 401(K) PLAN
$8.8M · 101 participants
HERLIHY INSURANCE AGENCY, INC.
HERLIHY INSURANCE AGENCY, INC. 401(K) PLAN
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$8.7M · 26 participants
JACK W. BRODT AGENCY, INC.
JACK W. BRODT AGENCY, INC. PROFIT SHARING PLAN
$8.7M · 6 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
