Bay Medical Management, Llc 401(k) Profit Sharing Plan
Sponsored by Bay Medical Management, Llc · EIN 680423282 · Plan #005
- Total assets
- $209M
- Net assets
- $209M
- Active participants
- 337
- With balances
- 416
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 97% | 2024 |
| Capital Advantage, Inc. CRD 108985 | deterministic · 100% | 2024 |
| Pacific Global Investment Management Company CRD 106962 | fuzzy_auto · 97% | 2024 |
| Morling Financial Advisors, Llc CRD 111819 | deterministic · 100% | 2024 |
| Destination Wealth Management CRD 110365 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $112,544 |
| Wealth Enhancement Advisory Se | Investment advisory (participants), Direct payment from the plan | $31,438 |
| Capital Advantage Inc | Investment advisory (participants), Direct payment from the plan | $23,119 |
| Pacific Global Investment Mana | Investment advisory (participants), Direct payment from the plan | $19,405 |
| Harry Keir Oxley Dba Double Ba | Investment advisory (participants), Direct payment from the plan | $10,587 |
| Morling Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,090 |
| Destination Wealth Management | Investment advisory (participants), Direct payment from the plan | $8,226 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $6,883 |