How big is Bailey's Consolidated Services, LLC's plan?

Bailey's Consolidated Services, LLC's plan reported $8.5M in assets and 311 participants for 2024.

Original filing (PDF)20251013150128NAL0002264800001

Bailey's Consolidated Services, LLC

Name: Bailey's Consolidated Services, LLC — Bailey's, Form 5500 (2024)
Creator: Bailey's Consolidated Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bailey's Moving & Storage 401(k) and Profit Sharing Plan

401(k) retirement plan · Bailey's Consolidated Services, LLC's Bailey's Moving & Storage 401(k) and Profit Sharing Plan held $8.5M in plan assets for 311 participants in 2024, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

311

Accounts w/ balance

135

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

Christine Burandt signed Bailey's Consolidated Services, LLC's 2024 Form 5500 as plan administrator.

Christine Burandt — 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

Bailey's Consolidated Services, LLC's EIN is 93-4351960.

EIN 93-4351960

Plan number 002

Plan year 2024

ACK ID 20251013150128NAL0002264800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bailey's Consolidated Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bailey's Consolidated Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAILEY'S CONSOLIDATED SERVICES, LLC.

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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

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 70K (8% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

High average account balance (90th percentile).

Plan sponsor

Name

BAILEY'S CONSOLIDATED SERVICES, LLC

DBA

BAILEY'S MOVING & STORAGE

EIN

all filings

Address

400 NORTH 700 WEST · NORTH SALT LAKE, UT · 84054

Phone

(801) 292-1466

Industry

Transportation & Warehousing

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$18K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

28 direct securities· $8.3M(98% of reported assets)

Mutual Funds

$5.5M

17 holdings

Other securities

$2.0M

9 holdings

Common Collective Trusts

$732K

2 holdings

					% of plan
American Funds 2035 Target Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$1.7M	20.4%
Key Guaranteed Portfolio Fund Fixed Annuities N/A	Other securities	—	—	$1.1M	12.6%
Vanguard 500 Index Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$665K	7.8%
JPMorgan Large Cap Growth R6 Mutual Fund N/A	Other securities	—	—	$575K	6.8%
American Funds 2050 Target Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$522K	6.1%
American Funds 2030 Target Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$466K	5.5%
American Funds 2055 Target Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$424K	5.0%
American Funds 2060 Target Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$422K	5.0%
American Funds 2045 Target Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$354K	4.2%
Vanguard Total Bond Market Index Admiral Mutual Fund N/A	Mutual Funds	—	—	$282K	3.3%
American Funds New World R6 Mutual Fund N/A	Mutual Funds	—	—	$232K	2.7%
Carillon Eagle Mid Cap Growth R6 Mutual Fund N/A	Other securities	—	—	$231K	2.7%
American Funds 2025 Target Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$214K	2.5%
Janus Henderson Triton N Mutual Fund N/A	Mutual Funds	—	—	$206K	2.4%
American Funds 2040 Target Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$192K	2.3%
MFS International Equity R6 Mutual Fund N/A	Mutual Funds	—	—	$178K	2.1%
Vanguard Small Cap Index Adm Mutual Fund N/A	Mutual Funds	—	—	$99K	1.2%
American Funds 2065 Target Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$80K	0.9%
American Funds Strategic Bond R6 Mutual Fund N/A	Mutual Funds	—	—	$68K	0.8%
Vanguard Mid Cap Index Fund - Admiral Mutual Fund N/A	Common Collective Trusts	—	—	$67K	0.8%
Principal Diversified Real Asset Inst Mutual Fund N/A	Other securities	—	—	$49K	0.6%
American Funds 2020 Target Date Retire R6 Mutual Fund N/A	Mutual Funds	—	—	$45K	0.5%
JPMorgan Equity Income R6 Mutual Fund N/A	Other securities	—	—	$37K	0.4%
American Funds American Balanced R6 Mutual Fund N/A	Mutual Funds	—	—	$33K	0.4%
BlackRock High Yield Bond Portfolio K Mutual Fund N/A	Other securities	—	—	$26K	0.3%
Undiscovered Managers Behavioral Value Mutual Fund N/A	Other securities	—	—	$23K	0.3%
Principal Real Estate Securities Inst Mutual Fund N/A	Other securities	—	—	$16K	0.2%
Victory Sycamore Established Value R6 Mutual Fund N/A	Other securities	—	—	$6K	<0.1%