Plan Snapshot
- Plan Sponsor: Baker Manufacturing Company, LLC
- Sponsor EIN: 204668380
- Sponsor Address: 133 ENTERPRISE ST., EVANSVILLE, WI, 53536
- Plan Type: 401(k)
- Total Participants: 184
- Total Assets: $19.4M
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 | 184 | $19.4M | $251,698 | $735,253 |
| 2023 | 204 | $17.8M | $248,124 | $752,952 |
| 2022 | 200 | $15.5M | $222,947 | $755,773 |
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 |
|---|---|---|---|---|
| STEELE CAPITAL MANAGEMENT | Investment Advisor | $46,920 | — | $46,920 |
| EPIC RETIREMENT PLAN SERVICES, INC. | Recordkeeper | $31,882 | — | $31,882 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | — | $8,266 | $8,266 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEELE CAPITAL MANAGEMENT — Investment Advisor
- EPIC RETIREMENT PLAN SERVICES, INC. — Recordkeeper
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,068
- Estimated Expense Ratio: 0.448% 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 | $78,802 | $46,920 | — | — | — |
| 2023 | $72,938 | $42,454 | — | — | — |
| 2022 | $73,198 | $39,841 | — | — | — |