Bailey & Glasser 401(k) Profit Sharing Plan
Sponsored by Bailey & Glasser Pllc · EIN 550765078 · Plan #001
- Total assets
- $38.0M
- Net assets
- $38.0M
- Active participants
- 156
- With balances
- 178
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 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 |
|---|---|---|
| Edward D Jones & Co Lp | Investment advisory (plan) | $70,169 |
| Empower Annuity Insurance Company | Recordkeeping fees | $2,910 |
| Empower Advisory Group, Llc | Investment management | $2,544 |
| Metro Benefits, Inc. | Contract administrator | $2,460 |