Original filing (PDF)20251007142105NAL0004710785001

BAYSIDE GROUP LLC

Name: BAYSIDE GROUP LLC — BAYSIDE GROUP RETIREMENT PLAN, Form 5500 (2024)
Creator: BAYSIDE GROUP LLC

Form 5500-SF

FILING_RECEIVED

BAYSIDE GROUP RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$346K

Net assets (EOY)

$346K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAYSIDE GROUP LLC.

Plan sponsor

Name

BAYSIDE GROUP LLC

EIN

66-0818567

Address

273 SIERRA MORENA · PMB 104 · SAN JUAN, PR · 009265575

Phone

(787) 731-2235

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

2024-05-01

Tax period

2025-04-30

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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