Amanda Carle signed Bayfirst Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bayfirst Solutions, LLC's EIN is 03-0470790.
Download the official 2024 Form 5500 (PDF) for Bayfirst Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bayfirst Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEIA LLC | 95-4806910 | — | INVESTMENT/FINANCIAL ADVI |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P MD CP IDX NL J | Common Collective Trusts | — | — | $894K | 10.8% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $793K | 9.6% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $651K | 7.9% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $594K | 7.2% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $585K | 7.1% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $532K | 6.4% | |
| AB GLOBAL BOND A | Registered Investment Companies | — | — | $362K | 4.4% | |
| STATE ST S&P 500 IDX IX | Common Collective Trusts | — | — | $345K | 4.2% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $328K | 4.0% | |
| JANUS HENDERSON ENTERPRISE - S | Registered Investment Companies | — | — | $281K | 3.4% | |
| STATE ST INTL IDX SECLEND VIII | Common Collective Trusts | — | — | $238K | 2.9% | |
| JPMORGAN SMALL CAP GROWTH R3 | Registered Investment Companies | — | — | $231K | 2.8% | |
| STATE ST RUSS SC IDX VIII | Common Collective Trusts | — | — | $228K | 2.8% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $228K | 2.8% | |
| STATE ST CASH SERIES US GOVT L | Common Collective Trusts | — | — | $223K | 2.7% | |
| FRANKLIN SMALL CAP VALUE FD-A | Registered Investment Companies | — | — | $193K | 2.3% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $184K | 2.2% | |
| JPMORGAN EQ INC - A | Registered Investment Companies | — | — | $183K | 2.2% | |
| INV DEVELOP MARKETS-A | Registered Investment Companies | — | — | $181K | 2.2% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $155K | 1.9% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $124K | 1.5% | |
| PGIM SHORT-TERM CORP BOND - A | Registered Investment Companies | — | — | $113K | 1.4% | |
| WESTERN ASSET CORE PLUS BOND A | Registered Investment Companies | — | — | $112K | 1.4% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $111K | 1.3% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $110K | 1.3% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $85K | 1.0% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $78K | 0.9% | |
| JP MORGAN GOVT BOND FUND - A | Registered Investment Companies | — | — | $65K | 0.8% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $55K | 0.7% | |
| COLUMBIA OVERSEAS VALUE A | Registered Investment Companies | — | — | $2K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $35K |
| — |
