Plan Snapshot
- Plan Sponsor: Bailard, INC.
- Sponsor EIN: 942149863
- Sponsor Address: 950 TOWER LANE, SUITE 1900, FOSTER CITY, CA, 94404
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $44.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 80 | $44.0M | $467,170 | $1.5M |
| 2023 | 74 | $38.7M | $349,722 | $1.5M |
| 2022 | 73 | $29.7M | $613,606 | $1.3M |