How big is Bayview Asset Management LLC's plan?

Bayview Asset Management LLC's plan reported $230.0M in assets and 1,638 participants for 2024.

Original filing (PDF)20251003095835NAL0002052240001

Bayview Asset Management LLC

Name: Bayview Asset Management LLC — Bayview Asset, Form 5500 (2024)
Creator: Bayview Asset Management LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Bayview Asset Management LLC 401(k) Plan

401(k) retirement plan · Bayview Asset Management LLC's Bayview Asset Management LLC 401(k) Plan held $230.0M in plan assets for 1,638 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,638

Accounts w/ balance

2,099

Plan assets (EOY)

$230.0M

Net assets (EOY)

$230.0M

People on this filing

Chandni Sachdeva signed Bayview Asset Management LLC's 2024 Form 5500 as plan administrator.

Chandni Sachdeva — 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

Bayview Asset Management LLC's EIN is 26-2961971.

EIN 26-2961971

Plan number 001

Plan year 2024

ACK ID 20251003095835NAL0002052240001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bayview Asset Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bayview Asset Management LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

58 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

BAYVIEW ASSET MANAGEMENT LLC

EIN

all filings

Address

4425 PONCE DE LEON BOULEVARD · FLOOR 2, #300 · CORAL GABLES, FL · 33146

Phone

(305) 646-6442

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$169K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$64K	—

Investments

58 direct securities· $230.0M(100% of reported assets)

Mutual Funds

$134.4M

24 holdings

Other securities

$52.7M

30 holdings

Common Collective Trusts

$38.7M

1 holding

Participant loans

$2.1M

1 holding

U.S. Treasuries

$1.4M

1 holding

Common Stocks

$749K

1 holding

					% of plan
American Funds American Balanced R6 American Funds 0	Mutual Funds	—	—	$40.9M	17.8%
iShares S&P 500 Index K iShares 0	Common Collective Trusts	—	—	$38.7M	16.8%
Nuveen Large Cap Growth Index R6 Nuveen 0	Mutual Funds	—	—	$16.8M	7.3%
American Funds Growth Fund of Amer R6 American Funds 0	Mutual Funds	—	—	$16.8M	7.3%
(CL) Janus Henderson Enterprise N Janus Henderson 0	Mutual Funds	—	—	$8.9M	3.9%
BlackRock Liquidity T-Fund Premier BlackRock 0	Other securities	—	—	$8.0M	3.5%
JPMorgan U.S. GARP Equity R6 JP Morgan 0	Other securities	—	—	$7.3M	3.2%
American Funds AMCAP R6 American Funds 0	Mutual Funds	—	—	$6.9M	3.0%
American Funds Invmt Co of Amer R6 American Funds 0	Mutual Funds	—	—	$6.7M	2.9%
American Funds New Perspective R6 American Funds 0	Mutual Funds	—	—	$5.9M	2.6%
Invesco Comstock R6 Invesco 0	Mutual Funds	—	—	$5.0M	2.2%
American Funds Cap World Gr & Inc R6 American Funds 0	Mutual Funds	—	—	$4.7M	2.0%
Vanguard Value Index Adm Vanguard 0	Mutual Funds	—	—	$3.4M	1.5%
Columbia Contrarian Core I3 Columbia 0	Other securities	—	—	$3.4M	1.5%
Hartford Schroders Intl Stock SDR Hartford 0	Other securities	—	—	$3.1M	1.3%
BNY Mellon Smallcap Stock Index Inv BNY Mellon 0	Other securities	—	—	$2.8M	1.2%
American Funds SMALLCAP World R6 American Funds 0	Mutual Funds	—	—	$2.7M	1.2%
T. Rowe Price Ext Eqty Mkt Index Inv T. Rowe Price 0	Other securities	—	—	$2.7M	1.2%
Vanguard International Growth Adm Vanguard 0	Mutual Funds	—	—	$2.6M	1.2%
JHancock Disciplined Value R6 John Hancock 0	Other securities	—	—	$2.5M	1.1%
GM iShares MSCI EAFE Intl Index K iShares 0	Other securities	—	—	$2.4M	1.1%
Principal High Yield R6 Principal 0	Other securities	—	—	$2.4M	1.1%
iShares MSCI EAFE Intl Index K iShares 0	Other securities	—	—	$2.3M	1.0%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$2.1M	0.9%
Principal Real Estate Securities Instl Principal 0	Other securities	—	—	$1.9M	0.8%
ClearBridge Small Cap Growth IS Legg Mason 0	Other securities	—	—	$1.8M	0.8%
GM Invesco Comstock R6 Invesco 0	Mutual Funds	—	—	$1.7M	0.7%
Fidelity Mid Cap Index Fidelity 0	Mutual Funds	—	—	$1.7M	0.7%
GM American Funds Growth Fund of Amer R6 American Funds 0	Mutual Funds	—	—	$1.4M	0.6%
BlackRock Inflation Protected Bond K BlackRock 0	Other securities	—	—	$1.4M	0.6%
First Eagle Global R6 First Eagle 0	Other securities	—	—	$1.4M	0.6%
JPMorgan Government Bond R6 JP Morgan 0	U.S. Treasuries	—	—	$1.4M	0.6%
GM Thornburg Limited Term Income R6 Thornburg 0	Other securities	—	—	$1.3M	0.6%
GM MFS Mid Cap Value R6 MFS 0	Mutual Funds	—	—	$1.3M	0.6%
Invesco Developing Markets R6 Invesco 0	Mutual Funds	—	—	$1.2M	0.5%
American Funds EuroPacific Gr R6 American Funds 0	Mutual Funds	—	—	$1.2M	0.5%
Thornburg Limited Term Income R6 Thornburg 0	Other securities	—	—	$1.1M	0.5%
Pioneer Bond K Pioneer 0	Other securities	—	—	$943K	0.4%
GM Invesco Developing Markets R6 Invesco 0	Mutual Funds	—	—	$933K	0.4%
GM (CL) Janus Henderson Enterprise N Janus Henderson 0	Mutual Funds	—	—	$892K	0.4%
Undiscovered Mgrs Behavioral Val R6 Undiscovered 0	Other securities	—	—	$850K	0.4%
Calvert US Large Cap Core Resp Ind R6 Calvert 0	Other securities	—	—	$818K	0.4%
MFS Mid Cap Value R6 MFS 0	Mutual Funds	—	—	$799K	0.3%
MFS International Intrinsic Value R6 MFS 0	Mutual Funds	—	—	$785K	0.3%
PGIM Short-Term Corp Bond R6 PGIM 0	Common Stocks	—	—	$749K	0.3%
GM Undiscovered Mgrs Behavioral Val R6 Undiscovered 0	Other securities	—	—	$713K	0.3%
MFS Global Equity R6 MFS 0	Mutual Funds	—	—	$703K	0.3%
GM Principal Real Estate Securities Inst Principal 0	Other securities	—	—	$640K	0.3%
GM Pioneer Bond K Pioneer 0	Other securities	—	—	$626K	0.3%
GM DWS Enhanced Commodity Strategy R6 DWS 0	Other securities	—	—	$584K	0.3%