Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BAY MORTGAGE CORPORATION
EIN 63-0991487Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$766K assets
Welfare
0
Participants
20
7549 ASSUNTA COURT - FAIRHOPE, AL 36532251-928-4815
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $766K assets / 20 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 MORTGAGE CORPORATION CASH BALANCE PLAN
CashBalance
Assets$588K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BAY MORTGAGE CORPORATION 401(K) PLAN
401k
Assets$178K
Participants11
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 MORTGAGE CORPORATION CASH BALANCE PLAN | CashBalance | $588K | 9 | 2024 | |
| 001 | BAY MORTGAGE CORPORATION 401(K) PLAN | 401k | $178K | 11 | 2024 |
Retirement plans