# Bayview Asset Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/bayview-asset-management-llc-401k-plan

> Bayview Asset Management LLC's 401(k) plan: 1,638 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bayview Asset Management LLC

- **Sponsor EIN:** 262961971

- **Sponsor Address:** 4425 PONCE DE LEON BOULEVARD, CORAL GABLES, FL, 33146

- **Plan Type:** 401(k)

- **Total Participants:** 1,638

- **Total Assets:** $230.0M

## 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|1,638|$230.0M|$5.0M|$14.6M|

| 2023|1,373|$190.6M|$3.7M|$13.1M|

| 2022|1,426|$163.6M|$5.8M|$17.0M|

## 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|

| ASCENSUS LLC|NONE|$169,035|—|$169,035|

| MERRILL LYNCH RETIREMENT & BENEFIT|NONE|$63,577|—|$63,577|

| GRANT THORNTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $232,612

- **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|$232,613|$63,577|$169,036|—|—|

| 2023|$254,346|$63,736|$190,610|—|—|

| 2022|$360,169|$55,876|$304,293|—|—|

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