How big is George Bagley and Company LLC's plan?

George Bagley and Company LLC's plan reported $7.0M in assets and 11 participants for 2024.

Original filing (PDF)20250722100200NAL0006476898001

George Bagley and Company LLC

Name: George Bagley and Company LLC — George Bagley and, Form 5500 (2024)
Creator: George Bagley and Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

George Bagley and Company LLC Retirement Plan

401(k) retirement plan · George Bagley and Company LLC's George Bagley and Company LLC Retirement Plan held $7.0M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

Douglas BAER signed George Bagley and Company LLC's 2024 Form 5500 as plan administrator.

Douglas BAER — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

George Bagley and Company LLC's EIN is 36-2245607.

EIN 36-2245607

Plan number 003

Plan year 2024

ACK ID 20250722100200NAL0006476898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for George Bagley and Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

George Bagley and Company LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEORGE BAGLEY AND COMPANY LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score