Bailly & Mcmillan LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bailly & Mcmillan LLP
  • Sponsor EIN: 061633339
  • Sponsor Address: 707 WESTCHESTER AVENUE, SUITE 405, WHITE PLAINS, NY, 10604
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $2.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$2.7M$22,000$0
20237$2.4M$21,958$0
20226$2.2M$100,000$0

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