Plan Ledger DOL Form 5500 · updated monthly

Bayside Solutions Inc401(k)

BAYSIDE SOLUTIONS INC 401K PROFIT SHARING PLAN & TRUST · TRACY, CA · plan year 2024

Reported admin expense ratio · 2024
0.49%

Bayside Solutions Inc reported $16,138 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (7,572nd of 9,483), and 1,648th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$3,588,271
Participants with balances116
Active participants172
Employer contributions—
Employee contributions$961,156
Employer contribution per active participant—
Average account balance$30,933
Benefits paid to participants$864,163
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 116 accts
2023$3.1M · 115 accts
2022$1.9M · 104 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,907
Investment management$12,231
Total administrative$16,138
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ROCKEFELLER FINANCIAL LLC · Recordkeeping · Trustee$12,231
ADP, INC. · Loan processing · Recordkeeping$3,906

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, ROCKEFELLER FINANCIAL LLC
2023ADP, ROCKEFELLER FINANCIAL LLC

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Administrative cost history3
2024$16,138 · 0.49%
2023$11,021 · 0.44%
2022$9,213 · 0.48%
Similar plansAdministrative & Support Services · California
Incredible Health, Inc. CA$3.7M · 0.18%
Beamery, Inc. CA$3.7M · 0.34%
Villa Park Landscape CA$3.5M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943389041 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.