Plan Snapshot
- Plan Sponsor: Baker Companies INC.
- Sponsor EIN: 132551454
- Sponsor Address: PO BOX 1805, NEW CANAAN, CT, 06840
- Plan Type: 401(k)
- Total Participants: 25
- Total Assets: $14.2M
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. |
|---|---|---|---|---|
| 2024 | 25 | $14.2M | $75,937 | $342,068 |
| 2023 | 28 | $13.0M | $74,308 | $362,705 |
| 2022 | 31 | $11.3M | $74,848 | $398,679 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $2,930 | — | — | — | — |
| 2023 | $3,095 | — | — | — | — |
| 2022 | $3,100 | — | — | — | — |