Plan Snapshot
- Plan Sponsor: Bayshore Global Management LLC
- Sponsor EIN: 030557689
- Sponsor Address: 663 ALMA STREET, PALO ALTO, CA, 94301
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 100 | $15.7M | $929,410 | $1.3M |
| 2023 | 58 | $11.2M | $737,004 | $1.0M |
| 2022 | 352 | $14.5M | $1.8M | $2.7M |
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 |
|---|---|---|---|---|
| JOHNSTON, GREMAUX & ROSSI, LLP | Independent Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSTON, GREMAUX & ROSSI, LLP — Independent Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | — | — | — | — | — |
| 2023 | $7,817 | $4,691 | $1,264 | — | — |
| 2022 | $11,334 | $6,342 | $2,387 | — | — |