# Baker Avenue Asset Management, LP 401(k) Plan
Source: https://planprovider.pro/companies/baker-avenue-asset-management-lp-plan

> Baker Avenue Asset Management, LP's 401(k) plan: 44 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baker Avenue Asset Management, LP

- **Sponsor EIN:** 201735413

- **Sponsor Address:** 301 BATTERY STREET, 2ND FLOOR, SAN FRANCISCO, CA, 94111

- **Plan Type:** 401(k)

- **Total Participants:** 44

- **Total Assets:** $7.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|44|$7.5M|$235,417|$540,084|

| 2023|36|$5.5M|$209,742|$502,561|

| 2022|36|$3.5M|$139,587|$419,303|

## Similar Plans

- [Charles River Ventures, LLC](https://planprovider.pro/companies/charles-river-ventures-llc-401k-plan) — 43 participants

- [Gerber Kawasaki INC](https://planprovider.pro/companies/gerber-kawasaki-inc-401k-plan) — 43 participants

- [Ironwood Capital Management](https://planprovider.pro/companies/ironwood-capital-management-401k-plan) — 46 participants

- [Envision Financial Systems, INC.](https://planprovider.pro/companies/envision-financial-systems-inc-401k-plan) — 42 participants

- [Top Tier Capital Partners LLC](https://planprovider.pro/companies/top-tier-capital-partners-llc-401k-plan) — 46 participants

- [The Helsing Group, INC.](https://planprovider.pro/companies/the-helsing-group-inc-plan) — 42 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/baker-avenue-asset-management-lp-plan)

© 2026 PlanProvider.Pro