How big is Bay Crest Partners, LLC's plan?

Bay Crest Partners, LLC's plan reported $18.6M in assets and 112 participants for 2024.

Original filing (PDF)20250623075508NAL0008403600001

Bay Crest Partners, LLC

Name: Bay Crest Partners, LLC — Bay Crest Partners, LLC, Form 5500 (2024)
Creator: Bay Crest Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bay Crest Partners, LLC Savings and Retirement Plan

401(k) retirement plan · Bay Crest Partners, LLC's Bay Crest Partners, LLC Savings and Retirement Plan held $18.6M in plan assets for 112 participants in 2024.

Active participants

112

Accounts w/ balance

103

Plan assets (EOY)

$18.6M

Net assets (EOY)

$18.6M

People on this filing

Andrew Germann signed Bay Crest Partners, LLC's 2024 Form 5500 as plan administrator.

Andrew Germann — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bay Crest Partners, LLC's EIN is 13-3697789.

EIN 13-3697789

Plan number 001

Plan year 2024

ACK ID 20250623075508NAL0008403600001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bay Crest Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bay Crest Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAY CREST PARTNERS, LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score