# Baker Electric & Renewables LLC 401(k) Plan
Source: https://planprovider.pro/companies/baker-electric-renewables-llc-401k-plan

> Baker Electric & Renewables LLC's 401(k) plan: 313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baker Electric & Renewables LLC

- **Sponsor EIN:** 951853701

- **Sponsor Address:** 1298 PACIFIC OAKS PL, ESCONDIDO, CA, 920292900

- **Plan Type:** 401(k)

- **Total Participants:** 313

- **Total Assets:** $20.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|313|$20.3M|$446,466|$2.3M|

| 2023|296|$15.7M|$370,280|$1.9M|

| 2022|288|$12.1M|$332,936|$1.6M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$124,713|—|$124,713|

| INDEPENDENT FINANCIAL GROUP LLC|INVESTMENT ADVISORY|—|$82,132|$82,132|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $206,845

- **Estimated Expense Ratio:** 1.021% 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|$124,716|—|$124,716|—|—|

| 2023|$94,202|—|$94,202|—|—|

| 2022|$87,394|—|$87,394|—|—|

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