# Baker Engineering And Risk Consultants, INC 401(k) Plan
Source: https://planprovider.pro/companies/baker-engineering-and-risk-consultants-inc-401k-plan

> Baker Engineering And Risk Consultants, INC's 401(k) plan: 189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baker Engineering And Risk Consultants, INC

- **Sponsor EIN:** 742983542

- **Sponsor Address:** 3330 OAKWELL CT., SAN ANTONIO, TX, 78218

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

- **Total Participants:** 189

- **Total Assets:** $65.9M

## 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|189|$65.9M|$166,338|$1.9M|

| 2023|179|$57.1M|$0|$1.8M|

| 2022|150|$44.9M|$826|$1.7M|

## 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.|ADVISOR|$14,807|—|$14,807|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$13,339|—|$13,339|

| ADKF, PC|ACCOUNTANT/AUDITOR|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ADKF, PC](https://planprovider.pro/provider/adkf-pc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,146

- **Estimated Expense Ratio:** 0.061% 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|$54,745|$14,807|—|$15,150|—|

| 2023|$46,625|$12,206|—|—|—|

| 2022|$42,657|$15,892|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/baker-engineering-and-risk-consultants-inc-401k-plan)

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