Plan Snapshot
- Plan Sponsor: Bay Ship And Yacht Company
- Sponsor EIN: 943129531
- Sponsor Address: 2900 MAIN STREET, ALAMEDA, CA, 94501
- Plan Type: 401(k)
- Total Participants: 368
- Total Assets: $35.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 368 | $35.4M | $296,762 | $2.3M |
| 2023 | 401 | $30.6M | $325,694 | $2.3M |
| 2022 | 405 | $25.5M | $837,577 | $2.0M |
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 |
|---|---|---|---|---|
| SINGER LEWAK LLP | Auditor | $35,650 | — | $35,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SINGER LEWAK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,650
- Estimated Expense Ratio: 0.101% 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 | $186,216 | $62,846 | $87,720 | $35,650 | — |
| 2023 | $140,466 | $51,395 | $65,125 | $23,946 | — |
| 2022 | $106,506 | — | $106,506 | — | — |