Bragg Investment Company, Inc. 401(k) Plan: Login, Facts & Contact Information

Bragg Investment Company, Inc. 401(k) Plan Facts

Plan name
BRAGG INVESTMENT COMPANY, INC. EMPLOYEE SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BRAGG INVESTMENT COMPANY, INC.
Participants
959 (828 active employees)
Former employees with a balance
248
Plan assets
$85,885,394 at Dec 31, 2024
Average account balance
$89,464 across 960 accounts
Employer contributions
$2,258,876 in plan year 2024 (23% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 1972
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.82 million went into the plan in contributions, $2.26 million of it from the employer (23%).
  • $9.21 million was paid out to participants.
  • Investment and other income added $12.2 million.
  • Administrative expenses were $7,300, about $8 per account.

How the Bragg Investment Company, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019820$52.7 million$1.60 million$6.10 million
2020821$61.6 million$1.70 million$5.95 million
2021934$71.3 million$1.82 million$6.25 million
2022898$62.2 million$2.10 million$5.38 million
2023935$73.1 million$2.26 million$9.52 million
2024959$85.9 million$2.26 million$9.21 million

Bragg Investment Company, Inc. 401(k) Contact Information

Phone
562-984-2400
Mailing address
6242 PARAMOUNT BLVD., LONG BEACH CA 90805
Plan sponsor
BRAGG INVESTMENT COMPANY, INC.
Employer identification number (EIN)
95-3565032
Plan number
001

Questions about the Bragg Investment Company, Inc. 401(k)

Does Bragg Investment Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.26 million, 23% of all contributions.

Does the Bragg Investment Company, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Bragg Investment Company, Inc 401(k) plan?

959 participants at the start of plan year 2024, 828 of them active employees, and 248 former employees who still had money in the plan.

What is the average 401(k) balance at Bragg Investment Company, Inc?

About $89,464 per account: $85.9 million in plan assets across 960 accounts with a balance at the end of plan year 2024.

Who manages the Bragg Investment Company, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Bragg Investment Company, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: P.O. BOX 425, SOLEDAD, CA, 93960
Headquarter: 5 WESTBROOK CORPORATE CENTER SUITE, WESTCHESTER, IL, 60154
Headquarter: 75 CHESTNUT RIDGE ROAD, MONTVALE, NJ, 076451842
Headquarter: 750 W. VIRGINA ST, MILWAUKEE, WI, 53204
Headquarter: 385 WASHINGTON STREET, ST. PAUL, MN, 551021396