Original filing (PDF)20251015110634NAL0002187315001

BAY PSYCHIATRIC ASSOCIATES, A MEDICAL CORP.

Name: BAY PSYCHIATRIC ASSOCIATES, A MEDICAL CORP. — BAY PSYCHIATRIC ASSOCIATES 401(K) PS PLAN, Form 5500 (2024)
Creator: BAY PSYCHIATRIC ASSOCIATES, A MEDICAL CORP.

Form 5500

FILING_RECEIVED

BAY PSYCHIATRIC ASSOCIATES 401(K) PS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

123

Plan assets (EOY)

$31.3M

Net assets (EOY)

$31.3M

How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (91st percentile).
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAY PSYCHIATRIC ASSOCIATES, A MEDICAL CORP..

Plan sponsor

Name

BAY PSYCHIATRIC ASSOCIATES, A MEDICAL CORP.

EIN

94-3204352

Address

2001 DWIGHT WAY · SUITE 4190 · BERKELEY, CA · 94704

Phone

(510) 843-2220

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$5K	—

Investments

36 direct securities· $31.3M(100% of reported assets)

Other securities

$30.5M

34 holdings

Cash / Money Market

$676K

1 holding

Participant loans

$157K

1 holding

					% of plan
Vanguard Target Retirement 2020 Fund Vanguard 0	Other securities	—	—	$3.5M	11.3%
Vanguard Total Stock Market Index Adm Vanguard 0	Other securities	—	—	$3.4M	10.7%
Vanguard Target Retirement 2035 Fund Vanguard 0	Other securities	—	—	$2.8M	9.0%
Vanguard Target Retirement 2045 Fund Vanguard 0	Other securities	—	—	$2.2M	7.0%
Vanguard Target Retirement 2040 Fund Vanguard 0	Other securities	—	—	$1.8M	5.7%
Vanguard Total Intl Stock Index Adm Vanguard 0	Other securities	—	—	$1.4M	4.6%
Vanguard Target Retirement 2060 Fund Vanguard 0	Other securities	—	—	$1.4M	4.6%
Vanguard LifeStrategy Moderate Gr Inv Vanguard 0	Other securities	—	—	$1.3M	4.2%
Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0	Other securities	—	—	$1.2M	4.0%
Vanguard Target Retirement 2050 Fund Vanguard 0	Other securities	—	—	$1.2M	3.9%
Vanguard Growth Index Adm Vanguard 0	Other securities	—	—	$1.2M	3.9%
Vanguard Total Bond Market Index Adm Vanguard 0	Other securities	—	—	$966K	3.1%
Vanguard Short-Term Invest Grade Adm Vanguard 0	Other securities	—	—	$902K	2.9%
Vanguard Target Retirement Income Fund Vanguard 0	Other securities	—	—	$845K	2.7%
Vanguard Wellesley Income Adm Vanguard 0	Other securities	—	—	$782K	2.5%
Vanguard 500 Index Adm Vanguard 0	Other securities	—	—	$701K	2.2%
Vanguard Federal Money Market Inv Vanguard 0	Cash / Money Market	—	—	$676K	2.2%
Vanguard Target Retirement 2030 Fund Vanguard 0	Other securities	—	—	$596K	1.9%
Vanguard Target Retirement 2055 Fund Vanguard 0	Other securities	—	—	$579K	1.8%
Vanguard LifeStrategy Growth Inv Vanguard 0	Other securities	—	—	$570K	1.8%
Vanguard Target Retirement 2025 Fund Vanguard 0	Other securities	—	—	$411K	1.3%
Vanguard Total Intl Bond Index Adm Vanguard 0	Other securities	—	—	$409K	1.3%
Vanguard Emerging Mkts Stock Idx Adm Vanguard 0	Other securities	—	—	$333K	1.1%
Vanguard Mid-Cap Growth Index Adm Vanguard 0	Other securities	—	—	$330K	1.1%
Vanguard Small-Cap Growth Index Adm Vanguard 0	Other securities	—	—	$306K	1.0%
Vanguard Mid-Cap Value Index Adm Vanguard 0	Other securities	—	—	$290K	0.9%
Vanguard Target Retirement 2065 Fund Vanguard 0	Other securities	—	—	$232K	0.7%
Vanguard Windsor Adm Vanguard 0	Other securities	—	—	$208K	0.7%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$157K	0.5%
Vanguard Value Index Adm Vanguard 0	Other securities	—	—	$136K	0.4%
Vanguard Balanced Index Adm Vanguard 0	Other securities	—	—	$126K	0.4%
Vanguard Small-Cap Value Index Adm Vanguard 0	Other securities	—	—	$61K	0.2%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$57K	0.2%
Vanguard Mid Cap Index Adm Vanguard 0	Other securities	—	—	$54K	0.2%
Vanguard Target Retirement 2070 Fund Vanguard 0	Other securities	—	—	$36K	0.1%
Vanguard Real Estate Index Adm Vanguard 0	Other securities	—	—	$1K	<0.1%