Plan Snapshot
- Plan Sponsor: Baker Commodities, INC.
- Sponsor EIN: 952137748
- Sponsor Address: 4020 BANDINI BLVD., VERNON, CA, 90058
- Plan Type: DB
- Total Participants: 163
- Total Assets: $83.1M
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. |
|---|---|---|---|---|
| 2024 | 163 | $83.1M | $2.1M | $0 |
| 2023 | 169 | $83.4M | $1.3M | $0 |
| 2022 | 185 | $86.8M | $1.1M | $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 |
|---|---|---|---|---|
| SEI INVESTMENTS CO | INVESTMENT MANAGEMENT | $346,723 | — | $346,723 |
| PRINCIPAL | CUSTODIAN | $107,015 | — | $107,015 |
| CBIZ | ACTUARY | $43,513 | — | $43,513 |
| PRUDENTIAL INSURANCE CO | INVESTMENT MANAGEMENT | $40,595 | — | $40,595 |
| WONG JOHNSON & ASSOCIATES APC | ACCOUNTANT | $14,900 | — | $14,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE CO — INVESTMENT MANAGEMENT
- WONG JOHNSON & ASSOCIATES APC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $552,746
- Estimated Expense Ratio: 0.665% 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 | $1,031,332 | $495,967 | — | $14,900 | — |
| 2023 | $1,143,781 | $471,575 | — | $14,600 | — |
| 2022 | $1,116,464 | $511,205 | — | — | $103,793 |