How big is Bailey and Company, Chartered's plan?

Bailey and Company, Chartered's plan reported $897K in assets and 7 participants for 2025.

Original filing (PDF)20260428121839NAL0005366627001

Bailey and Company, Chartered

Name: Bailey and Company, Chartered — Bailey & Company, Form 5500 (2025)
Creator: Bailey and Company, Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bailey & Company 401(k) Plan

401(k) retirement plan · Bailey and Company, Chartered's Bailey & Company 401(k) Plan held $897K in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$897K

Net assets (EOY)

$897K

Plan identifiers

Bailey and Company, Chartered's EIN is 82-0465339.

EIN 82-0465339

Plan number 001

Plan year 2025

ACK ID 20260428121839NAL0005366627001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bailey and Company, Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bailey and Company, Chartered's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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