Bay Equity 401(k) Plan
Sponsored by Bay Equity, Llc · EIN 260360466 · Plan #001
- Total assets
- $52.1M
- Net assets
- $52.1M
- Active participants
- 750
- With balances
- 673
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newfront Retirement Services, Inc. CRD 167641 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $66,072 |
| Newfront Retirement Services Inc | Investment advisory (plan) | $29,512 |
| Armanino Llp | Accounting | $17,325 |