Original filing (PDF)20241015113644NAL0016240803005

BAY AREA ENVIRONMENTAL RESEARCH INSTITUTE

Name: BAY AREA ENVIRONMENTAL RESEARCH INSTITUTE — BAY AREA ENVIRONMENTAL RESEARCH INSTITUTE TDA, Form 5500 (2023)
Creator: BAY AREA ENVIRONMENTAL RESEARCH INSTITUTE

Form 5500

FILING_RECEIVED

BAY AREA ENVIRONMENTAL RESEARCH INSTITUTE TDA

403(b) retirement plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

160

Accounts w/ balance

161

Plan assets (EOY)

$12.5M

Net assets (EOY)

$12.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAY AREA ENVIRONMENTAL RESEARCH INSTITUTE.

Plan sponsor

Name

BAY AREA ENVIRONMENTAL RESEARCH INSTITUTE

EIN

94-3176058

Address

PO BOX 25 · MOFFETT FIELD, CA · 940350001

Phone

(707) 938-9387

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $262K(2% 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.