Plan Snapshot
- Plan Sponsor: Baker Barrios Architects, INC.
- Sponsor EIN: 593444163
- Sponsor Address: 189 S. ORANGE AVENUE, #1700, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 129 | $9.4M | $0 | $857,485 |
| 2023 | 114 | $8.1M | $75,959 | $842,417 |
| 2022 | 117 | $6.8M | $64,692 | $667,153 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $48,742 | — | $48,742 |
| KESTRA ADVISORY SERVICES | Investment Advisor | $27,088 | — | $27,088 |
| H&CO LLP | Other Service Provider | $11,500 | — | $11,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- KESTRA ADVISORY SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,330
- Estimated Expense Ratio: 0.931% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $87,330 | $38,588 | — | — | — |
| 2023 | $41,408 | $24,349 | — | — | — |
| 2022 | $39,290 | — | — | — | — |