Original filing (PDF)20250611142937NAL0014031363001

BAY MEDICAL MANAGEMENT, LLC

Name: BAY MEDICAL MANAGEMENT, LLC — BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3, Form 5500 (2024)
Creator: BAY MEDICAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

BAY MEDICAL MANAGEMENT, LLC CASH BALANCE PLAN 3

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$14.0M

Net assets (EOY)

$14.0M

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAY MEDICAL MANAGEMENT, LLC.

Plan sponsor

Name

BAY MEDICAL MANAGEMENT, LLC

EIN

68-0423282

Address

2125 OAK GROVE ROAD · SUITE 200 · WALNUT CREEK, CA · 94598

Phone

(925) 296-7150

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

014

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size Professional & Technical Services plans

BROADDUS & ASSOCIATES, INC.

BROADDUS & ASSOCIATES, INC. 401(K) PLAN

$14.0M · 125 participants

ACCESS SCIENCES CORPORATION

ACCESS SCIENCES CORPORATION 401(K) RETIREMENT PLAN

$14.0M · 124 participants

R3 STRATEGIC SUPPORT GROUP, INC.

R3 STRATEGIC SUPPORT GROUP, INC. 401(K) PLAN

$14.0M · 198 participants

ENGINEERED PLASTIC SERVICES, LLC

ENGINEERED PLASTIC SERVICES, LLC 401(K) PLAN

$14.1M · 130 participants

FRACTAL ANALYTICS, INC.

FRACTAL ANALYTICS, INC. RETIREMENT TRUST