Original filing (PDF)20251014155154NAL0003207905001

PAUL FRANCIS & COMPANY, LLC DBA BAILEY & SHIPP ELECTRIC

Name: PAUL FRANCIS & COMPANY, LLC DBA BAILEY & SHIPP ELECTRIC — BAILEY & SHIPP ELECTRIC 401(K) PLAN, Form 5500 (2024)
Creator: PAUL FRANCIS & COMPANY, LLC DBA BAILEY & SHIPP ELECTRIC

Form 5500-SF

FILING_RECEIVED

BAILEY & SHIPP ELECTRIC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 PAUL FRANCIS & COMPANY, LLC DBA BAILEY & SHIPP ELECTRIC.

Plan sponsor

Name

PAUL FRANCIS & COMPANY, LLC DBA BAILEY & SHIPP ELECTRIC

EIN

45-3570091

Address

8229 CLOVERLEAF DRIVE, · SUITE 460 · MILLERSVILLE, MD · 21108

Phone

(410) 571-0900

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Name

AMERICANTCS FIDUCIARY SERVICES, LLC

EIN

93-2789379

City

PITTSBURGH, PA

Phone

(877) 514-5600

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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