How big is Bay Brokerage, Inc.'s plan?

Bay Brokerage, Inc.'s plan reported $828K in assets and 48 participants for 2024.

Original filing (PDF)20250825133846NAL0003940435001

Bay Brokerage, Inc.

Name: Bay Brokerage, Inc. — Bay Brokerage, Inc. 401(k), Form 5500 (2024)
Creator: Bay Brokerage, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bay Brokerage, Inc. 401(k) Plan

401(k) retirement plan · Bay Brokerage, Inc.'s Bay Brokerage, Inc. 401(k) Plan held $828K in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$828K

Net assets (EOY)

$828K

People on this filing

ADAM Carmon signed Bay Brokerage, Inc.'s 2024 Form 5500 as plan administrator.

ADAM Carmon — 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

Bay Brokerage, Inc.'s EIN is 56-2381703.

EIN 56-2381703

Plan number 001

Plan year 2024

ACK ID 20250825133846NAL0003940435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bay Brokerage, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAY BROKERAGE, 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