AUMdb

The Bay Co. 401(k) Plan

Sponsored by Sfo Forecast, Inc. · EIN 943059401 · Plan #002

Total assets
$7.4M
Net assets
$7.4M
Active participants
228
With balances
137

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Turner, Warren, Hwang & Conrad Accounting, Direct payment from the plan $29,510
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $18,948