How big is Bradford Financial Services Corp.'s plan?

Bradford Financial Services Corp.'s plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250703102224NAL0001082946003

Bradford Financial Services Corp.

Name: Bradford Financial Services Corp. — Bradford Financi, Form 5500 (2024)
Creator: Bradford Financial Services Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bradford Financial Services Corp. 401(k) Profit Sharing Plan

401(k) retirement plan · Bradford Financial Services Corp.'s Bradford Financial Services Corp. 401(k) Profit Sharing Plan held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Bradford Financial Services Corp.'s EIN is 99-1495292.

EIN 99-1495292

Plan number 002

Plan year 2024

ACK ID 20250703102224NAL0001082946003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bradford Financial Services Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bradford Financial Services Corp.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRADFORD FINANCIAL SERVICES CORP.

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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