Plan Snapshot
- Plan Sponsor: Baker Book House Company
- Sponsor EIN: 381714649
- Sponsor Address: 6030 E. FULTON ROAD, ADA, MI, 49301
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $21.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 204 | $21.9M | $240,557 | $861,225 |
| 2023 | 188 | $21.1M | $60,587 | $879,514 |
| 2022 | 228 | $18.8M | $377,264 | $905,469 |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,083 | — | $5,083 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,083
- Estimated Expense Ratio: 0.023% 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 | $7,328 | $6,882 | — | — | — |
| 2023 | $10,705 | $6,614 | — | — | — |
| 2022 | $9,836 | $7,544 | — | — | — |