# Bay Aging 401(k) Plan
Source: https://planprovider.pro/companies/bay-aging-401k-plan

> Bay Aging's 401(k) plan: 335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bay Aging

- **Sponsor EIN:** 541085032

- **Sponsor Address:** P.O. BOX 610, 5306 OLD VIRGINIA ST, URBANNA, VA, 23175

- **Plan Type:** 401(k)

- **Total Participants:** 335

- **Total Assets:** $7.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|335|$7.1M|$307,917|$535,158|

| 2023|310|$6.7M|$253,377|$484,465|

| 2022|308|$5.2M|$225,221|$437,039|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| DAVENPORT & COMPANY LLC|INVESTMENT ADVISOR|$22,866|—|$22,866|

| KEITER, STEPHENS, HURST, GARY|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,866

- **Estimated Expense Ratio:** 0.323% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$24,691|$22,866|—|—|—|

| 2023|$21,126|$19,801|—|—|—|

| 2022|$18,916|—|$18,916|—|—|

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