Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BAY AREA ACTIVO, INC.
EIN 26-3187596constructionLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
34
361 MERIDIAN AVE - SAN JOSE, CA 95126408-797-7424bayareaactivo.netLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 34 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BAY AREA ACTIVO, INC. CASH BALANCE PLAN
CashBalance
Assets$830K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BAY AREA ACTIVO, INC. 401(K) PLAN
401k
Assets$559K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BAY AREA ACTIVO, INC. CASH BALANCE PLAN | CashBalance | $830K | 11 | 2024 | |
| 001 | BAY AREA ACTIVO, INC. 401(K) PLAN | 401k | $559K | 23 | 2024 |
Retirement plans