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Sponsor portfolio

BAILEY CAVALIERI LLC

EIN 16-1675009-law practice-Latest filing 2025
Plans
3
Retirement
3
$57.9M assets
Welfare
0
Participants
134
10 WEST BROAD STREET, STE 2100 - COLUMBUS, OH 43215614-221-3155baileycav.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filings
#001401k-$49.8M - 62 part#002401k-$5.3M - 38 part#003CashBalance-$2.8M - 34 part

Retirement portfolio analytics

3 plans aggregated / $57.9M assets / 134 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • CAVALIERI RETIREMENT Savings (#001)86%
  • ASSOCIATES RETIREMENT PLAN (#002)9%
  • CASH BALANCE PENSION (#003)5%
Total $57.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CAVALIERI RETIREMENT Savings (#001)62
  • ASSOCIATES RETIREMENT PLAN (#002)38
  • CASH BALANCE PENSION (#003)34
Total 134Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BAILEY CAVALIERI RETIREMENT SAVINGS PLAN

401k

Assets$49.8M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

BAILEY CAVALIERI LLC ASSOCIATES RETIREMENT PLAN

401k

Assets$5.3M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BAILEY CAVALIERI LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$2.8M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001BAILEY CAVALIERI RETIREMENT SAVINGS PLAN401k$49.8M622025
002BAILEY CAVALIERI LLC ASSOCIATES RETIREMENT PLAN401k$5.3M382025
003BAILEY CAVALIERI LLC CASH BALANCE PENSION PLANCashBalance$2.8M342024
Retirement plans
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