Plan Snapshot
- Plan Sponsor: Baker Engineering And Risk Consultants, INC
- Sponsor EIN: 742983542
- Sponsor Address: 3330 OAKWELL CT. STE 100, SAN ANTONIO, TX, 78218
- Plan Type: DC
- Total Participants: 141
- Total Assets: $27.9M
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 | 141 | $27.9M | $3.2M | $0 |
| 2023 | 123 | $27.4M | $2.0M | $0 |
| 2022 | 114 | $24.7M | $2.6M | $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 |
|---|---|---|---|---|
| ADKF | NONE | $23,500 | — | $23,500 |
| VALUE MANAGEMENT INC | NONE | $20,481 | — | $20,481 |
| TRANSITION FINANCE STRATEGIES | NONE | $16,900 | — | $16,900 |
| WEAVER | NONE | $5,250 | — | $5,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADKF — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,131
- Estimated Expense Ratio: 0.237% 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 | $72,621 | $20,481 | — | $28,750 | — |
| 2023 | $82,382 | $19,620 | $3,415 | $16,395 | — |
| 2022 | $59,197 | — | — | — | $59,197 |