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Original filing (PDF)20251015200320NAL0002953827001
BAY WEST LLC
Form 5500
FILING_RECEIVED
BAY WEST 401(K) PLAN
401(k) retirement plan
Active participants
233
Accounts w/ balance
296
Plan assets (EOY)
$23.6M
Net assets (EOY)
$23.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAY WEST LLC.
Plan sponsor
Name
BAY WEST LLC
EIN
41-1234511
Address
5 EMPIRE DRIVE · SAINT PAUL, MN · 55103
Phone
(651) 291-0456
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
3B · Covers self-employed individuals
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2S · Automatic enrollment
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $33K | — |
Investments
31 direct securities · 1 pooled fund· $23.3M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$20.8M
30 holdings
Mutual Funds
$1.6M
1 holding
Common Collective Trust
$904K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX N/R | — | — | — | $3.1M | 13.0% | |
| American Funds AF TRGT DATE 2050 R6 N/R | — | — | — | $2.8M | 12.1% | |
| Vanguard Windsor VANG INFO TEC IDX AD N/R | — | — | — | $2.2M | 9.2% | |
| American Funds AF TRGT DATE 2040 R6 N/R | — | — | — | $2.1M | 9.0% | |
| American Funds AF TRGT DATE 2030 R6 N/R | — | — | — | $2.1M | 8.8% | |
| T. Rowe Price TRP CAP APPREC I N/R | Mutual Funds | — | — | $1.6M | 6.8% | |
| American Funds AF TRGT DATE 2060 R6 N/R | — | — | — | $1.3M | 5.6% | |
| American Funds AF TRGT DATE 2025 R6 N/R | — | — | — | $1.0M | 4.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $904K | 3.8% | |
| American Funds AF TRGT DATE 2035 R6 N/R | — | — | — | $875K | 3.7% | |
| Principal PIF DIVRSD INTL INST N/R | — | — | — | $708K | 3.0% | |
| Vanguard Windsor VANG PRIMECAP ADM N/R | — | — | — | $609K | 2.6% | |
| Vanguard Windsor VANG INTM TREAS ADM N/R | — | — | — | $583K | 2.5% | |
| American Funds AF TRGT DATE 2055 R6 N/R | — | — | — | $426K | 1.8% | |
| Goldman Sachs GS EM MKT EQ INS R6 N/R | — | — | — | $398K | 1.7% | |
| Fidelity FID MID CAP IDX N/R | — | — | — | $361K | 1.5% | |
| Vanguard Windsor VANG WINDSOR II ADM N/R | — | — | — | $280K | 1.2% | |
| Fidelity FID SM CAP IDX N/R | — | — | — | $240K | 1.0% | |
| Principal PIF CORE PL BOND IS N/R | — | — | — | $231K | 1.0% | |
| Company Participant Loans * Participant Loans Interest rates ranging from 4.25% to 9.50% $0 | — | — | — | $226K | 1.0% | |
| Amundi Funds PIONEER STRAT INC K N/R | — | — | — | $200K | 0.8% | |
| Carillon Eagle CRLN E MID CAP GR R6 N/R | — | — | — | $197K | 0.8% | |
| American Funds AF TRGT DATE 2045 R6 N/R | — | — | — | $174K | 0.7% | |
| Vanguard Windsor VANG EXPLORER ADM N/R | — | — | — | $132K | 0.6% | |
| Principal PIF SMCP VAL II IS N/R | — | — | — | $131K | 0.6% | |
| Vanguard Windsor VAN REAL EST IDX ADM N/R | — | — | — | $110K | 0.5% | |
| American Funds AF TRGT DATE 2020 R6 N/R | — | — | — | $98K | 0.4% | |
| Principal PIF MID CAP VALUE I N/R | — | — | — | $86K | 0.4% | |
| Vanguard Windsor VANG HLTHCARE IDX AD N/R | — | — | — | $67K | 0.3% | |
| American Funds AF TRGT DATE 2010 R6 N/R | — | — | — | $22K | <0.1% | |
| Fidelity FID GOVT MMKT N/R | — | — | — | $11K | <0.1% | |
| American Funds AF TRGT DATE 2015 R6 N/R | — | — | — | $10K | <0.1% |
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