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Original filing (PDF)20251013150128NAL0002264800001
BAILEY'S CONSOLIDATED SERVICES, LLC
Form 5500
FILING_RECEIVED
BAILEY'S MOVING & STORAGE 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
311
Accounts w/ balance
135
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAILEY'S CONSOLIDATED SERVICES, LLC.
Plan sponsor
Name
BAILEY'S CONSOLIDATED SERVICES, LLC
DBA
BAILEY'S MOVING & STORAGE
EIN
93-4351960
Address
400 NORTH 700 WEST · NORTH SALT LAKE, UT · 84054
Phone
(801) 292-1466
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HBME, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $24K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES, LLC | — | KANSAS CITY, MO | CONTRACT ADMIN | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
28 direct securities· $8.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retire R6 Mutual Fund N/A | — | — | — | $1.7M | 20.4% | |
| Key Guaranteed Portfolio Fund Fixed Annuities N/A | — | — | — | $1.1M | 12.6% | |
| Vanguard 500 Index Admiral Mutual Fund N/A | — | — | — | $665K | 7.8% | |
| JPMorgan Large Cap Growth R6 Mutual Fund N/A | — | — | — | $575K | 6.8% | |
| American Funds 2050 Target Date Retire R6 Mutual Fund N/A | — | — | — | $522K | 6.1% | |
| American Funds 2030 Target Date Retire R6 Mutual Fund N/A | — | — | — | $466K | 5.5% | |
| American Funds 2055 Target Date Retire R6 Mutual Fund N/A | — | — | — | $424K | 5.0% | |
| American Funds 2060 Target Date Retire R6 Mutual Fund N/A | — | — | — | $422K | 5.0% | |
| American Funds 2045 Target Date Retire R6 Mutual Fund N/A | — | — | — | $354K | 4.2% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund N/A | — | — | — | $282K | 3.3% | |
| American Funds New World R6 Mutual Fund N/A | — | — | — | $232K | 2.7% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund N/A | — | — | — | $231K | 2.7% | |
| American Funds 2025 Target Date Retire R6 Mutual Fund N/A | — | — | — | $214K | 2.5% | |
| Janus Henderson Triton N Mutual Fund N/A | — | — | — | $206K | 2.4% | |
| American Funds 2040 Target Date Retire R6 Mutual Fund N/A | — | — | — | $192K | 2.3% | |
| MFS International Equity R6 Mutual Fund N/A | — | — | — | $178K | 2.1% | |
| Vanguard Small Cap Index Adm Mutual Fund N/A | — | — | — | $99K | 1.2% | |
| American Funds 2065 Target Date Retire R6 Mutual Fund N/A | — | — | — | $80K | 0.9% | |
| American Funds Strategic Bond R6 Mutual Fund N/A | — | — | — | $68K | 0.8% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund N/A | — | — | — | $67K | 0.8% | |
| Principal Diversified Real Asset Inst Mutual Fund N/A | — | — | — | $49K | 0.6% | |
| American Funds 2020 Target Date Retire R6 Mutual Fund N/A | — | — | — | $45K | 0.5% | |
| JPMorgan Equity Income R6 Mutual Fund N/A | — | — | — | $37K | 0.4% | |
| American Funds American Balanced R6 Mutual Fund N/A | — | — | — | $33K | 0.4% | |
| BlackRock High Yield Bond Portfolio K Mutual Fund N/A | — | — | — | $26K | 0.3% | |
| Undiscovered Managers Behavioral Value Mutual Fund N/A | — | — | — | $23K | 0.3% | |
| Principal Real Estate Securities Inst Mutual Fund N/A | — | — | — | $16K | 0.2% | |
| Victory Sycamore Established Value R6 Mutual Fund N/A | — | — | — | $6K | <0.1% |
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