# Baker Barrios Architects, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/baker-barrios-architects-inc-593444163-501

> Baker Barrios Architects, INC.'s Health & Welfare plan: 118 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Baker Barrios Architects, INC.

- **Sponsor EIN:** 593444163

- **Sponsor Address:** 189 SOUTH ORANGE AVENUE SUITE 1700, ORLANDO, FL, 32801

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 118

- **Total Assets:** $307,135

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|118|$307,135|$0|$0|

| 2024|120|$322,571|$772,994|$380,513|

| 2023|105|$24,023|$760,281|$370,557|

| 2022|89|$135,887|$392,858|$385,370|

## 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|

| THE BENECON GROUP, LLC|Investment Advisor|$95,326|—|$95,326|

| M.E. WILSON|Investment Advisor|$46,550|—|$46,550|

| UMR|Other Service Provider|$44,454|$391|$44,845|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $186,721

- **Estimated Expense Ratio:** 60.794% 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|

| 2025|$1,456,663|—|—|—|—|

| 2024|$1,083,344|—|—|—|—|

| 2023|$1,256,877|—|—|—|—|

| 2022|$748,621|—|—|—|—|

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