Baywood Court Employee Savings Plan
Sponsored by Baywood Court · EIN 942940176 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 222
- With balances
- 151
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Relation Wealth Management, Inc. CRD 329961 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $52,645 |
| Relation Insurance Services Of Cali | Contract administrator, Other services, Direct payment from the plan | $6,680 |
| Relation Wealth Management, Inc. | Investment advisory (plan), Other fees | $0 |
| Kestra Advisory Services | Investment advisory (plan), Other fees | $0 |
| Willshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |