BRADLEY IMPACT FUND
Plan context: BRADLEY IMPACT FUND 401(K) PLAN
EIN 45-4678325 • Milwaukee, WI • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$716,381
2024 Contributions
$266,362
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $716,381 | $266,362 | $38,052iApproximate average salary by contribution assumption: employee only about $951,293 at 4% or $634,195 at 6%; with 50% employer match about $634,195 at 4% or $422,797 at 6%; with 100% employer match about $475,646 at 4% or $317,098 at 6%. |
| BRADLEY IMPACT FUND 401(K) PLAN | - | 7 | $716,381 | $266,362 | $38,052iApproximate average salary by contribution assumption: employee only about $951,293 at 4% or $634,195 at 6%; with 50% employer match about $634,195 at 4% or $422,797 at 6%; with 100% employer match about $475,646 at 4% or $317,098 at 6%. |
| 2023 | 1 | 7 | $447,802 | $157,905 | $22,558iApproximate average salary by contribution assumption: employee only about $563,946 at 4% or $375,964 at 6%; with 50% employer match about $375,964 at 4% or $250,643 at 6%; with 100% employer match about $281,973 at 4% or $187,982 at 6%. |
| BRADLEY IMPACT FUND 401(K) PLAN | - | 7 | $447,802 | $157,905 | $22,558iApproximate average salary by contribution assumption: employee only about $563,946 at 4% or $375,964 at 6%; with 50% employer match about $375,964 at 4% or $250,643 at 6%; with 100% employer match about $281,973 at 4% or $187,982 at 6%. |
| 2022 | 1 | 5 | $231,636 | $169,255 | $33,851iApproximate average salary by contribution assumption: employee only about $846,275 at 4% or $564,183 at 6%; with 50% employer match about $564,183 at 4% or $376,122 at 6%; with 100% employer match about $423,138 at 4% or $282,092 at 6%. |
| BRADLEY IMPACT FUND 401(K) PLAN | - | 5 | $231,636 | $169,255 | $33,851iApproximate average salary by contribution assumption: employee only about $846,275 at 4% or $564,183 at 6%; with 50% employer match about $564,183 at 4% or $376,122 at 6%; with 100% employer match about $423,138 at 4% or $282,092 at 6%. |
| 2021 | 1 | 4 | $81,010 | $79,455 | $19,864iApproximate average salary by contribution assumption: employee only about $496,594 at 4% or $331,063 at 6%; with 50% employer match about $331,063 at 4% or $220,708 at 6%; with 100% employer match about $248,297 at 4% or $165,531 at 6%. |
| BRADLEY IMPACT FUND 401(K) PLAN | - | 4 | $81,010 | $79,455 | $19,864iApproximate average salary by contribution assumption: employee only about $496,594 at 4% or $331,063 at 6%; with 50% employer match about $331,063 at 4% or $220,708 at 6%; with 100% employer match about $248,297 at 4% or $165,531 at 6%. |