Plan Ledger DOL Form 5500 · updated monthly

Bayshore Global Management LLC401(k)

BAYSHORE GLOBAL MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST · PALO ALTO, CA · plan year 2022

Reported admin expense ratio · 2022
0.08%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Bayshore Global Management LLC reported $11,334 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,252 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 1 year on file its reported administrative ratio fell from 0.08% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other management of companies employers. By assets it is the 4,459th-largest of 9,483 plans among California employers on file, and 499th of 786 in management of companies. In 2022, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,501,379
Participants with balances239
Active participants352
Employer contributions$1,848,594
Employee contributions$2,694,085
Employer contribution per active participant$5,252
Average account balance$60,675
Benefits paid to participants$574,270
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSTON, GREMAUX & ROSSI, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$11.2M · 73 accts · $737K emplr
2022$14.5M · 239 accts · $1.8M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,387
Investment management$6,342
Total administrative$11,334
The Bayshore Global Management LLC 401(k) match · 2022
Employer contribution per active participant$5,252
Median for plans this size$2,266
2023$12,707 per active participant
2022$5,252 per active participant

Bayshore Global Management LLC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top 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.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$7,817 · 0.06%
2022$11,334 · 0.08%
Similar plansManagement of Companies · California
Ctc Global Corporation CA$19.0M · 0.16%
Evertrust Bank CA$18.0M · 0.30%
Mega International, LLC CA$17.5M · 0.90%
Snider Motors Inc CA$16.8M · 0.78%
Potrero Distilling Holdings CA$13.9M · 0.32%
Opm Services, LLC CA$13.0M · 0.50%
Friesen Group Inc. CA$13.0M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030557689 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.