# The Bay Club Company 401(k) Plan
Source: https://planprovider.pro/companies/the-bay-club-company-401k-plan

> The Bay Club Company's 401(k) plan: 1,549 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Bay Club Company

- **Sponsor EIN:** 942546868

- **Sponsor Address:** ONE LOMBARD STREET, SAN FRANCISCO, CA, 94111

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

- **Total Participants:** 1,549

- **Total Assets:** $47.7M

## 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|1,549|$47.7M|$9,145|$2.5M|

| 2023|1,202|$28.1M|$0|$1.4M|

| 2022|999|$24.4M|$0|$1.3M|

## 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|

| FINANCIAL ADVOCATES INVESTMENT MANA|INVESTMENT ADVISOR|$84,354|—|$84,354|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$43,741|—|$43,741|

| SILICON VALLEY ACCOUNTANCY CORP|AUDITOR|$23,436|—|$23,436|

| SILICON VALLEY ACCOUNTANCY CORPATE|Auditor|$23,436|—|$23,436|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $174,967

- **Estimated Expense Ratio:** 0.367% 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|$151,531|$128,095|—|$23,436|—|

| 2023|$112,012|$90,466|—|$21,546|—|

| 2022|$121,520|$96,991|$3,037|—|$21,492|

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