Plan Snapshot
- Plan Sponsor: Baker Boy, INC.
- Sponsor EIN: 450305551
- Sponsor Address: 170 GTA DRIVE, DICKINSON, ND, 58601
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $23.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 222 | $23.1M | $0 | $0 |
| 2024 | 225 | $21.5M | $0 | $0 |
| 2023 | 236 | $17.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| BRADY, MARTZ & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $45,099 | — | $37,875 | — | — |
| 2024 | $41,620 | — | $34,015 | — | — |
| 2023 | $40,644 | $40,644 | — | — | — |