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Original filing (PDF)20251020084105NAL0000744387001
BAYVIEW PHYSICIAN SERVICES , P.C.
Form 5500
FILING_RECEIVED
BAYVIEW PHYSICIAN SERVICES, P.C. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
271
Accounts w/ balance
330
Plan assets (EOY)
$112.9M
Net assets (EOY)
$112.9M
How this plan invests
This plan
36 pooled trusts
Schedule D
35 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
Helping the score
- Below-peer total fees (0 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAYVIEW PHYSICIAN SERVICES , P.C..
Plan sponsor
Name
BAYVIEW PHYSICIAN SERVICES , P.C.
EIN
54-1595397
Address
3241 WESTERN BRANCH BLVD · CHESAPEAKE, VA · 233215260
Phone
(757) 686-3500
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-20
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHARLES W. SNADER, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 47-2534181 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT LLP | 56-0574444 | — | TPA | $0 | — |
Investments
36 pooled funds· $88.6M(78% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MM S&P 500(R) INDEX R5 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590852 / PN 000 | Pooled Separate Account | — | — | $17.0M | 15.1% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $8.9M | 7.9% | |
| MASSMUTUAL BLUE CHIP GROWTH ADM MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $7.0M | 6.2% | |
| MM SELECT TRP RETIRMNT 2020 M4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $5.3M | 4.7% | |
| MM MID CAP GROWTH ADM MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $5.1M | 4.5% | |
| MM SELECT TRP RETIRMNT 2030 M4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $4.8M | 4.3% | |
| MASSMUTAL GLOBAL R5 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.6M | 4.1% | |
| MM SELECT TRP RETIREMENT 2050 M4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $4.0M | 3.5% | |
| AMERICAN CENTURY ULTRA INV MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.9M | 2.6% | |
| MASSMUTUAL TOTAL RETURN BOND R5 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2.8M | 2.5% | |
| INVESCO SMALL CAP GROWTH A MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.5M | 2.2% | |
| AF CAPITAL WORLD GR&INC R4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2.5M | 2.2% | |
| MM SELECT TRP RETIRMNT 2040 M4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2.3M | 2.0% | |
| MASSMUTUAL INFL-PROT AND INC R5 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.1M | 1.9% | |
| FRANKLIN GROWTH ADV MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.1M | 1.9% | |
| ROYCE SMALL-CAP TOTAL RETURN SERVIC MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.0M | 1.8% | |
| INVESCO DEVELOPING MARKETS Y MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.4% | |
| JPMORGAN MID CAP VALUE I MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.4% | |
| MASSMUTUAL 80/20 ALLOCATION R4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.3% | |
| AMERICAN FUNDS EUROPACIFIC GRWTH R4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.3M | 1.1% | |
| INVESCO REAL ESTATE Y MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.2M | 1.1% | |
| MM SELECT TRP RETIRMNT 2055 M4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $986K | 0.9% | |
| MM SELECT TRP RETIREMENT 2045 M4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $799K | 0.7% | |
| MASSMUTUAL BALANCED R5 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $796K | 0.7% | |
| MM SELECT TRP RETIRMNT 2025 M4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $772K | 0.7% | |
| JPMORGAN CORE BOND R5 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $658K | 0.6% | |
| PIMCO HIGH YIELD A MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $631K | 0.6% | |
| MM SELECT TRP RETIRMNT 2035 M4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $534K | 0.5% | |
| MM SELECT TRP RETIRMNT 2060 M4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $304K | 0.3% | |
| MASSMUTUAL US GOVT MNY MKT R5 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $23K | <0.1% | |
| MASSACHUSETTS MUTUAL LIFE INSURANCE MASS MUTUAL US GOVT MNY MKT R5 · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $23K | <0.1% | |
| MM SELECT TRP RETIRMT BAL MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $405 | <0.1% | |
| MM SELECT TRP RETIRMNT 2010 M4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $405 | <0.1% | |
| MM SELECT TRP RETIREMENT 2005 M4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $405 | <0.1% | |
| MM SELECT TRP RETIREMENT 2015 M4 MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $404 | <0.1% | |
| T. ROWE PRICE SPECTRUM DIVERSFED EQ MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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