Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $57.9M assets / 134 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Cash balance
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BAILEY CAVALIERI RETIREMENT SAVINGS PLAN | 401(k) | $49.8M | 62 | 2025 |
| #002 | BAILEY CAVALIERI LLC ASSOCIATES RETIREMENT PLAN | 401(k) | $5.3M | 38 | 2025 |
| #003 | BAILEY CAVALIERI LLC CASH BALANCE PENSION PLAN | Cash balance | $2.8M | 34 | 2024 |