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Sponsor portfolio

BAVA & ASSOCIATES PC

EIN 87-1496078-law practice-Latest filing 2025
Plans
2
Retirement
2
$945K assets
Welfare
0
Participants
22
295 MAIN STREET, SUITE 600 - SALINAS, CA 93901831-585-1800LinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$640K - 12 part#002TraditionalDB-$305K - 10 part

Retirement portfolio analytics

2 plans aggregated / $945K assets / 22 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PLAN & TRUST (#001)68%
  • PLAN & TRUST (#002)32%
Total $945KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)12
  • PLAN & TRUST (#002)10
Total 22Click 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

BAVA & ASSOCIATES PC 401(K) PLAN & TRUST

401k

Assets$640K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BAVA & ASSOCIATES PC DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$305K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BAVA & ASSOCIATES PC 401(K) PLAN & TRUST401k$640K122025
002BAVA & ASSOCIATES PC DEFINED BENEFIT PLAN & TRUSTTraditionalDB$305K102025
Retirement plans
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