The Bay 101 401(k) Plan
Sponsored by Bay 101 · EIN 770187274 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 463
- With balances
- 471
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan) | $47,073 |
| Empower Annuity Insurance Company | Recordkeeping fees | $19,397 |
| Empower Advisory Group, Llc | Investment management | $17,831 |