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  2. SOUTH BAY TEAM, LLC
Sponsor portfolio

SOUTH BAY TEAM, LLC

EIN 82-3960642-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
8
9060 GULF SHORE DRIVE - NAPLES, FL 34108239-348-0464
Plans on this EIN
2 filings
#001401k-$1.1M - 4 part#002CashBalance-$1.0M - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • BAY TEAM 401(K) (#001)52%
  • CASH BALANCE PLAN (#002)48%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BAY TEAM 401(K) (#001)4
  • CASH BALANCE PLAN (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SOUTH BAY TEAM 401(K) PLAN

401k

Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOUTH BAY TEAM CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOUTH BAY TEAM 401(K) PLAN401k$1.1M42025
002SOUTH BAY TEAM CASH BALANCE PLANCashBalance$1.0M42025
Retirement plans
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