# Baker & O'Brien, INC. DC Plan
Source: https://planprovider.pro/companies/baker-o-brien-inc-plan-001

> Baker & O'Brien, INC.'s DC plan: 33 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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