Lorraine Coppa signed Bay Equity, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bay Equity, LLC's EIN is 26-0360466.
Download the official 2024 Form 5500 (PDF) for Bay Equity, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bay Equity, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $30K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2070 Mutual Fund ** 847 Vanguard Institutional Index Fund Mutual Fund | Common Collective Trusts | — | — | $6.2M | 11.9% | |
| Vanguard Target Retirement 2035 Mutual Fund | Mutual Funds | — | — | $6.1M | 11.7% | |
| Vanguard Target Retirement 2040 Mutual Fund | Mutual Funds | — | — | $5.8M | 11.2% | |
| Vanguard Target Retirement 2030 Mutual Fund | Mutual Funds | — | — | $4.3M | 8.2% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $4.2M | 8.1% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $4.0M | 7.6% | |
| JPMorgan Large Cap Growth Fund;R6 Mutual Fund | Other securities | — | — | $3.6M | 6.9% | |
| Vanguard Target Retirement 2025 Mutual Fund | Mutual Funds | — | — | $2.6M | 5.0% | |
| Notes receivable from participants maturities through November 2034 - | Other securities | — | — | $2.1M | 4.1% | |
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $2.0M | 3.9% | |
| Vanguard Extended Market Index Admiral Mutual Fund | Mutual Funds | — | — | $1.9M | 3.7% | |
| Gabelli U.S. Treasury Money Market Fund Mutual Fund | Cash / Money Market | — | — | $1.7M | 3.3% | |
| Dodge & Cox Stock X Mutual Fund | Mutual Funds | — | — | $1.5M | 2.9% | |
| Vanguard Target Retirement 2020 Mutual Fund | Mutual Funds | — | — | $1.2M | 2.3% | |
| BlackRock International Fund K Mutual Fund | Other securities | — | — | $1.1M | 2.0% | |
| Janus Henderson Contrarian Fund N Mutual Fund | Mutual Funds | — | — | $934K | 1.8% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $908K | 1.7% | |
| Dodge & Cox Income X Mutual Fund | Mutual Funds | — | — | $899K | 1.7% | |
| Brokerage Link Brokerage account | Self-Directed Brokerage | — | — | $555K | 1.1% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $390K | 0.7% | |
| Vanguard Target Retirement 2065 Mutual Fund | Mutual Funds | — | — | $154K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 94-6214841 | — | ACCOUNTANT/AUDITOR | $17K | — |
