How big is Bayberry Group, Inc.'s plan?

Bayberry Group, Inc.'s plan reported $755K in assets and 33 participants for 2024.

Original filing (PDF)20250626063645NAL0008682161001

Bayberry Group, Inc.

Name: Bayberry Group, Inc. — Homestead 401(k) Retirement, Form 5500 (2024)
Creator: Bayberry Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Homestead 401(k) Retirement Incentive Plan & Trust

401(k) retirement plan · Bayberry Group, Inc.'s Homestead 401(k) Retirement Incentive Plan & Trust held $755K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$755K

Net assets (EOY)

$755K

People on this filing

Laurie Allen signed Bayberry Group, Inc.'s 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Bayberry Group, Inc.'s EIN is 38-2915708.

EIN 38-2915708

Plan number 001

Plan year 2024

ACK ID 20250626063645NAL0008682161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bayberry Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bayberry Group, Inc.'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 BAYBERRY GROUP, INC..

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off