Plan Snapshot
- Plan Sponsor: Bailey Lally & Company
- Sponsor EIN: 811919913
- Sponsor Address: 8204 ELMBROOK DR. SUITE 310, DALLAS, TX, 75247
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 2 | $126 | $0 | $0 |
| 2023 | 2 | $318,002 | $0 | $0 |
| 2022 | 2 | $350,401 | $0 | $0 |