# Bailard, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bailard-inc-plan

> Bailard, INC.'s 401(k) plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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