Lance Cleveland signed Bayview Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bayview Services, Inc.'s EIN is 94-3226187.
Download the official 2024 Form 5500 (PDF) for Bayview Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bayview Services, Inc.'s plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN SECURITIES LLC | 13-4110995 | BROOKLYN, NY | INVESTMENT ADVISOR | $85K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Company Stock * Bayview Services Inc. | Common Stocks | — | $6.3M | $18.5M | 66.1% | |
| PIMCO Income FD | Mutual Funds | — | $1.0M | $1.1M | 3.8% | |
| PGIM Shrt Term Corp Bond fund | Common Stocks | — | $1.1M | $1.0M | 3.7% | |
| MFS Income Fund | Mutual Funds | — | $1.1M | $1.0M | 3.7% | |
| Doubleline FDS TR fund | Other securities | — | $1.1M | $976K | 3.5% | |
| Lord Abbett Invt TR fund | Mutual Funds | — | $962K | $964K | 3.4% | |
| BNY Mellon Investment | Other securities | — | $925K | $916K | 3.3% | |
| Diamond Hill FDS | Other securities | — | $634K | $647K | 2.3% | |
| Fundvantage TR | Other securities | — | $608K | $615K | 2.2% | |
| Interest-bearing cash and cash equivalents Federated Hermes Treasury Obligation MM | Cash / Money Market | — | $331K | $331K | 1.2% | |
| U.S. Treasury Bills (original maturities of 3 months or less) | Other securities | — | $297K | $298K | 1.1% | |
| John Hancock FDS III | Other securities | — | $257K | $293K | 1.0% | |
| Virtus Kar Small Cap Core | Other securities | — | $236K | $273K | 1.0% | |
| Artisan Partners FDS | Mutual Funds | — | $215K | $254K | 0.9% | |
| WCM Focused International | Other securities | — | $242K | $252K | 0.9% | |
| Congress Mid Cap Growth Institutional Fund | Other securities | — | $301K | $249K | 0.9% | |
| JPMorgan Deposit Account | Other securities | — | $157K | $157K | 0.6% | |
| ISHARES MSCI EAFE ETF | Other securities | — | $57K | $69K | 0.2% | |
| Global X Funds | Other securities | — | $50K | $46K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
