Plan Snapshot
- Plan Sponsor: Bayshire, LLC
- Sponsor EIN: 814023838
- Sponsor Address: 1817 AVENIDA DEL DIABLO, ESCONDIDO, CA, 92029
- Plan Type: 401(k)
- Total Participants: 2,156
- Total Assets: $3.8M
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 | 2,156 | $3.8M | $239,735 | $989,456 |
| 2023 | 1,267 | $1.8M | $130,253 | $624,447 |
| 2022 | 630 | $719,222 | $0 | $389,304 |
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 |
|---|---|---|---|---|
| EDWARD D. JONES & CO LP | RIA | $10,327 | — | $10,327 |
| METZ, CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ, CPA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,327
- Estimated Expense Ratio: 0.273% 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 | $33,655 | — | — | — | — |
| 2023 | $19,749 | — | — | — | — |
| 2022 | $6,898 | — | — | — | — |