Bay Equity, LLC401(k)
BAY EQUITY 401(K) PLAN · CORTE MADERA, CA · plan year 2024
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Bay Equity, LLC reported $112,909 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.09% to 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 1,714th-largest of 9,483 plans among California employers on file, and the 414th of 3,341 in other services. active participation has shrunk from 942 to 750 since 2022.
Bay Equity, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 260360466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.