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BAY APARTMENT ADVISORS — BAY APARTMENT ADVISORS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250430144746NAL0002893840001
BAY APARTMENT ADVISORS
Form 5500-SF
FILING_RECEIVED
BAY APARTMENT ADVISORS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
26
Accounts w/ balance
1
Plan assets (EOY)
$3K
Net assets (EOY)
$3K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BAY APARTMENT ADVISORS
.
Find decision makers
Plan sponsor
Name
BAY APARTMENT ADVISORS
EIN
27-2853442
Address
11 EMBARCADERO W STE 200 · OAKLAND, CA · 946074543
Phone
(510) 924-0399
Industry
Other Services (ex. Public Admin)
see all
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
2025-04-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
STEVENS CUSTOMIZED PEST SOLUTION
STEVEN'S CUSTOMIZED PEST SOLUTIONS LLC
$3K · 4 participants
A.J. KREUZKAMP ASSOCIATES
A.J. KREUZKAMP ASSOCIATES
$3K · 3 participants
CARING HEARTS ASSISTED LIVING 2
CARING HEARTS ASSISTED LIVING 2 LLC
$3K · 6 participants
MIDGETTE TRUCKING COMPANY LLC
MIDGETTE TRUCKING COMPANY LLC 401K PLAN
$3K · 2 participants
RELIEF MUSCLE MANIPULATION LLC.
RELIEF MUSCLE MANIPULATION 401K PLAN
65
Knocking points off
Only 4% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3K · 1 participants
TFS INVESTMENTS
TFS INVESTMENTS 401(K) PLAN
$3K · 2 participants
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
