How big is Bay Point Advisors, LLC's plan?

Bay Point Advisors, LLC's plan reported $5.2M in assets and 28 participants for 2024.

Original filing (PDF)20250508104231NAL0008753747001

Bay Point Advisors, LLC

Name: Bay Point Advisors, LLC — Bay Point Advisors, LLC, Form 5500 (2024)
Creator: Bay Point Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bay Point Advisors, LLC 401(k) Plan

401(k) retirement plan · Bay Point Advisors, LLC's Bay Point Advisors, LLC 401(k) Plan held $5.2M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan identifiers

Bay Point Advisors, LLC's EIN is 81-2797188.

EIN 81-2797188

Plan number 001

Plan year 2024

ACK ID 20250508104231NAL0008753747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bay Point Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bay Point Advisors, LLC's plan includes profit-sharing, 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 BAY POINT ADVISORS, 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