# Bay Medical Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bay-medical-management-llc-401k-plan

> Bay Medical Management, LLC's 401(k) plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bay-medical-management-llc-401k-plan)

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