Plan Snapshot
- Plan Sponsor: Bay Medical Management, LLC
- Sponsor EIN: 680423282
- Sponsor Address: 2125 OAK GROVE ROAD, WALNUT CREEK, CA, 94598
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $208.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 337 | $208.6M | $5.2M | $4.4M |
| 2023 | 303 | $181.4M | $5.1M | $4.2M |
| 2022 | 281 | $143.6M | $4.8M | $3.8M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $112,544 | — | $112,544 |
| WEALTH ENHANCEMENT ADVISORY SE | NONE | $31,438 | — | $31,438 |
| CAPITAL ADVANTAGE INC | NONE | $23,119 | — | $23,119 |
| PACIFIC GLOBAL INVESTMENT MANA | NONE | $19,405 | — | $19,405 |
| HARRY KEIR OXLEY DBA DOUBLE BA | NONE | $10,587 | — | $10,587 |
| MORLING FINANCIAL ADVISORS LLC | NONE | $9,090 | — | $9,090 |
| DESTINATION WEALTH MANAGEMENT | NONE | $8,226 | — | $8,226 |
| CHARLES SCHWAB & CO., INC. | NONE | $6,883 | — | $6,883 |
| CAMPBELL TAYLOR WASHBURN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $221,292
- Estimated Expense Ratio: 0.106% 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 | $217,049 | $116,580 | — | — | — |
| 2023 | $180,645 | $93,587 | $50 | — | — |
| 2022 | $182,848 | $84,462 | — | — | — |