Original filing (PDF)20250625150254NAL0019077762001

R.J. BAILEY ASSOCIATES, INC.

Name: R.J. BAILEY ASSOCIATES, INC. — R.J. BAILEY ASSOCIATES, INC. 401K PLAN, Form 5500 (2024)
Creator: R.J. BAILEY ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

R.J. BAILEY ASSOCIATES, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R.J. BAILEY ASSOCIATES, INC..

Plan sponsor

Name

R.J. BAILEY ASSOCIATES, INC.

EIN

23-2245200

Address

315 E. MAIN STREET · MACUNCIE, PA · 18062

Phone

(610) 966-4598

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

THE GLIENKE AGENCY, L.L.C.

THE GLIENKE AGENCY 401(K) PLAN

$2.2M · 6 participants

PACIFIC INTERNATIONAL UNDERWRITERS, INC.

PACIFIC INTERNATIONAL UNDERWRITERS, INC. 401(K) SAVINGS PLAN

$2.2M · 21 participants

RED DOOR TITLE, LLC

RED DOOR TITLE SAFE HARBOR 401(K) PLAN

$2.2M · 26 participants

NORTHEAST BROKERAGE, INC.

NORTHEAST BROKERAGE, INC. PROFIT SHARING PLAN & TRUST

$2.2M · 26 participants

WOLFF INSURANCE, INC.

WOLFF INSURANCE, INC. 401(K) PLAN