Augustine Woodson signed Bay 101's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bay 101's EIN is 77-0187274.
Download the official 2024 Form 5500 (PDF) for Bay 101 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bay 101's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.5M | 15.5% | |
| Empower Key Guaranteed Portfolio Fund Guaranteed investment contract | Stable Value | — | — | $2.2M | 9.8% | |
| MFS Growth Fund Mutual Fund | Mutual Funds | — | — | $2.2M | 9.5% | |
| MFS Technology Fund Mutual Fund | Mutual Funds | — | — | $1.3M | 5.9% | |
| T ROWE PRICE RETIREMENT 2030 TR E T. ROWE PRICE · EIN 38-7010946 / PN 000 | Common Collective Trust | — | — | $1.3M | 5.5% | |
| T ROWE PRICE RETIREMENT 2040 TR E T. ROWE PRICE · EIN 35-6941729 / PN 000 | Common Collective Trust | — | — | $1.2M | 5.1% | |
| TCW Metwest Total Return Bond Fund Mutual Fund | Other securities | — | — | $1.1M | 4.9% | |
| Columbia Balanced Institutional Fund Mutual Fund | Other securities | — | — | $1.1M | 4.6% | |
| Putnam Large Cap Value Fund Mutual Fund | Mutual Funds | — | — | $981K | 4.3% | |
| T ROWE PRICE RETIREMENT 2025 TR E T. ROWE PRICE · EIN 37-6495447 / PN 000 | Common Collective Trust | — | — | $864K | 3.8% | |
| T ROWE PRICE RETIREMENT 2035 TR E T. ROWE PRICE · EIN 36-7595013 / PN 000 | Common Collective Trust | — | — | $862K | 3.8% | |
| American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $769K | 3.4% | |
| MFS Mid Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $672K | 2.9% | |
| T ROWE PRICE RETIREMENT 2045 TR E T. ROWE PRICE · EIN 32-6199848 / PN 000 | Common Collective Trust | — | — | $663K | 2.9% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $537K | 2.3% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $530K | 2.3% | |
| T ROWE PRICE RETIREMENT 2050 TR E T. ROWE PRICE · EIN 30-6303214 / PN 000 | Common Collective Trust | — | — | $523K | 2.3% | |
| T ROWE PRICE RETIREMENT 2020 TR E T. ROWE PRICE · EIN 36-7594871 / PN 000 | Common Collective Trust | — | — | $397K | 1.7% | |
| Undiscovered Managers Behavioral Value Fund Mutual Fund | Other securities | — | — | $370K | 1.6% | |
| JPMorgan Small Cap Equity Fund Mutual Fund | Other securities | — | — | $336K | 1.5% | |
| DFA Emerging Markets Core Equity Fund Mutual Fund | Mutual Funds | — | — | $317K | 1.4% | |
| T ROWE PRICE RETIREMENT 2055 TR E T. ROWE PRICE · EIN 35-6941728 / PN 000 | Common Collective Trust | — | — | $293K | 1.3% | |
| Transamerica International Equity Fund Mutual Fund | Other securities | — | — | $267K | 1.2% | |
| Janus Henderson Triton Fund Mutual Fund | Mutual Funds | — | — | $152K | 0.7% | |
| T ROWE PRICE RETIREMENT 2060 TR E T. ROWE PRICE · EIN 47-1088316 / PN 000 | Common Collective Trust | — | — | $150K | 0.7% | |
| various maturities through 2029 | Other securities | — | — | $127K | 0.6% | |
| T ROWE PRICE RETIREMENT 2010 TR E T. ROWE PRICE · EIN 32-6199795 / PN 000 | Common Collective Trust | — | — | $73K | 0.3% | |
| American Century Mid Cap Value Fund Mutual Fund | Other securities | — | — | $42K | 0.2% | |
| T ROWE PRICE RETIREMENT 2015 TR E T. ROWE PRICE · EIN 35-6941654 / PN 000 | Common Collective Trust | — | — | $19K | <0.1% | |
| T ROWE PRICE RETIREMENT 2065 TR E T. ROWE PRICE · EIN 85-1763138 / PN 000 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| IRVINE, CA |
| INVESTMENT ADVISOR |
| $47K |
| — |
