· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BAYBERRY GROUP, INC. — HOMESTEAD 401(K) RETIREMENT INCENTIVE PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250626063645NAL0008682161001
BAYBERRY GROUP, INC.
Form 5500-SF
FILING_RECEIVED
HOMESTEAD 401(K) RETIREMENT INCENTIVE PLAN & TRUST
401(k) retirement plan
Active participants
33
Accounts w/ balance
14
Plan assets (EOY)
$755K
Net assets (EOY)
$755K
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
BAYBERRY GROUP, INC.
.
Find decision makers
Plan sponsor
Name
BAYBERRY GROUP, INC.
EIN
38-2915708
Address
WOOD RIDGE ROAD · GLEN ARBOR, MI · 49636
Phone
(231) 334-5000
Industry
Accommodation & Food Services
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
2025-06-26
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 Accommodation & Food Services plans
512 MAIN STREET, INC.
CHATHAM WAYSIDE INN 401(K) PLAN
$755K · 10 participants
TEXAS HOTEL MANAGEMENT, LP
TEXAS HOTEL MANAGEMENT SAFE HARBOR 401(K) PLAN
$754K · 105 participants
PAH MANAGEMENT, INC.
PAH MANAGEMENT, INC. 401(K) PLAN
$757K · 154 participants
PARAMOUNT HOTELS LLC
PARAMOUNT HOTELS LLC 401(K) PLAN
$752K · 7 participants
SELDOVIA NATIVE ASSOCIATION, INC.
SNA RETIREMENT PLAN
$758K · 51 participants
65
Knocking points off
Only 42% 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.
IA LODGING NEW ORLEANS TRS, L.L.
IA LODGING NEW ORLEANS TRS, L.L. C.-DBA LOEWS NEW ORLEANS H
$750K · 47 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants