Bay Aging 401(k) Plan
Sponsored by Bay Aging · EIN 541085032 · Plan #002
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 335
- With balances
- 195
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 |
|---|---|---|
| Davenport & Company Llc CRD 1588 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Davenport & Company Llc | Investment advisory (plan) | $22,866 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $1,825 |