Bailey's Consolidated Services 401(k) match, vesting and fees
What Bailey's Consolidated Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Ins. Co. of America | Schedule C ↗ |
| Independent auditor | Hbme, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Bailey's Consolidated Services: employer contribution per participant | $1,206 | |
| Peer median | $1,076 |
| Bailey's Consolidated Services: average balance | $62,868 | |
| Peer median | $31,804 |
| Bailey's Consolidated Services: admin expenses ÷ assets | 0.60% | |
| Peer median | 0.46% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $8.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 341 | $8.5M | $163K | $1,206 | 0.60% | Not published | Form 5500 ↗ |
Common questions
Does Bailey's Consolidated Services match 401(k) contributions?
The match terms for the Bailey'S Moving & Storage 401(k) and Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $163K in employer contributions, about $1,206 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bailey's Consolidated Services 401(k) match vested?
The vesting schedule for the Bailey'S Moving & Storage 401(k) and Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bailey's Consolidated Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Ins. Co. of America. The plan administrator is Bailey'S Consolidated Services, LLC.
I left Bailey's Consolidated Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bailey'S Consolidated Services, LLC, (801) 292-1466) or the recordkeeper, Empower Annuity Ins. Co. of America. The Bailey's Consolidated Services old 401(k) page lists the contacts from every plan filing. Find an old Bailey's Consolidated Services 401(k)
Data from the public Form 5500 annual reports Bailey's Consolidated Services filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bailey's Consolidated Services. Not financial advice. Report a correction · Methodology