How big is Eagle Bay Advisors LLC's plan?

Eagle Bay Advisors LLC's plan reported $296K in assets and 15 participants for 2024.

Original filing (PDF)20250629030233NAL0025414754001

Eagle Bay Advisors LLC

Name: Eagle Bay Advisors LLC — Eagle Bay Advisors LLC, Form 5500 (2024)
Creator: Eagle Bay Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eagle Bay Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Eagle Bay Advisors LLC's Eagle Bay Advisors LLC 401(k) Profit Sharing Plan & Trust held $296K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

People on this filing

Cynthia Curtis Nelson signed Eagle Bay Advisors LLC's 2024 Form 5500 as plan administrator.

Cynthia Curtis Nelson — 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

Eagle Bay Advisors LLC's EIN is 47-4025612.

EIN 47-4025612

Plan number 001

Plan year 2024

ACK ID 20250629030233NAL0025414754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eagle Bay Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eagle Bay Advisors LLC'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 EAGLE BAY ADVISORS LLC.

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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

Helping the score