# Bailey & Glasser PLLC 401(k) Plan
Source: https://planprovider.pro/companies/bailey-glasser-llp-401k-plan

> Bailey & Glasser PLLC's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bailey & Glasser PLLC

- **Sponsor EIN:** 550765078

- **Sponsor Address:** 209 CAPITOL STREET, CHARLESTON, WV, 25301

- **Plan Type:** 401(k)

- **Total Participants:** 156

- **Total Assets:** $38.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|156|$38.0M|$973,965|$1.9M|

| 2023|156|$31.5M|$911,066|$1.8M|

| 2022|162|$26.2M|$867,877|$1.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EDWARD D JONES & CO LP|INVESTMENT ADVISOR|$70,169|—|$70,169|

| METRO BENEFITS, INC.|CONTRACT ADMIN|$2,460|$16,594|$19,054|

| SUTTLE & STALNAKER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SUTTLE & STALNAKER, PLLC](https://planprovider.pro/provider/suttle-and-stalnaker-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $89,223

- **Estimated Expense Ratio:** 0.235% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$12,169|—|—|—|—|

| 2023|$59,645|—|$59,645|—|—|

| 2022|$10,401|—|$10,401|—|—|

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- [Orrick, Herrington & Sutcliffe LLP](https://planprovider.pro/companies/orrick-herrington-sutcliffe-llp-401k-plan) — 1,870 participants

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