Plan Snapshot
- Plan Sponsor: Baker & O'Brien, INC.
- Sponsor EIN: 752464053
- Sponsor Address: 12001 NORTH CENTRAL EXPRESSWAY, DALLAS, TX, 75243
- Plan Type: DC
- Total Participants: 33
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 33 | $16.3M | $273,260 | $476,043 |
| 2023 | 31 | $15.2M | $393,166 | $432,922 |
| 2022 | 31 | $16.1M | $325,768 | $377,461 |