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Original filing (PDF)20250714165226NAL0001809344001
BYER CALIFORNIA
Form 5500
FILING_RECEIVED
BYER CALIFORNIA RETIREMENT SAVINGS PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
157
Accounts w/ balance
390
Plan assets (EOY)
$106.0M
Net assets (EOY)
$100.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: GALLIARD STABLE RETURN FUND PN (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BYER CALIFORNIA.
Plan sponsor
Name
BYER CALIFORNIA
EIN
94-1582944
Address
66 POTRERO AVENUE · SAN FRANCISCO, CA · 94103
Phone
(415) 626-7844
Industry
Manufacturingsee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE
EIN
94-2593103
City
SAN FRANCISCO, CA
Phone
(415) 626-7844
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-12-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COMYNS SMITH MCCLEARY & DEAVER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | 42-1466678 | — | NONE | $10K | — |
| MILLIMAN | 91-0675641 | — | NONE | $10K | — |
| ABRAMS & ASSOCIATES | 94-3132243 | — | NONE | $6K | — |
Investments
1 pooled fund· $597(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STABLE RETURN FUND N WELLS FARGO BANK · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $597 | <0.1% |