How big is Bayshore Asset Management, LLC's plan?

Bayshore Asset Management, LLC's plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250514112138NAL0014134371001

Bayshore Asset Management, LLC

Name: Bayshore Asset Management, LLC — Bayshore Asset, Form 5500 (2024)
Creator: Bayshore Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bayshore Asset Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Bayshore Asset Management, LLC's Bayshore Asset Management, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Gabriel Bustamante signed Bayshore Asset Management, LLC's 2024 Form 5500 as plan administrator.

Gabriel Bustamante — 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

Bayshore Asset Management, LLC's EIN is 74-3238018.

EIN 74-3238018

Plan number 002

Plan year 2024

ACK ID 20250514112138NAL0014134371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bayshore Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bayshore Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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