Original filing (PDF)20251013092706NAL0000926449002

BAY FINANCIAL PLANNING AND TAX SERVICES, LLC

Name: BAY FINANCIAL PLANNING AND TAX SERVICES, LLC — BAY FINANCIAL PLANNING AND TAX SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BAY FINANCIAL PLANNING AND TAX SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

BAY FINANCIAL PLANNING AND TAX SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAY FINANCIAL PLANNING AND TAX SERVICES, LLC.

Plan sponsor

Name

BAY FINANCIAL PLANNING AND TAX SERVICES, LLC

EIN

81-2047995

Address

6751 N FEDERAL HIGHWAY SUITE 400 · BOCA RATON, FL · 33487

Phone

(410) 974-0410

Industry

Finance & Insurancesee all

Plan administrator