Bailey's Moving & Storage 401(k) And Profit Sharing Plan
Sponsored by Bailey's Consolidated Services, Llc · EIN 934351960 · Plan #002
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 311
- With balances
- 135
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $24,336 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $17,501 |
| National Benefit Services, Llc | Contract administrator | $4,610 |
| Empower Advisory Group, Llc | Investment management | $2,195 |