Baker & O'Brien, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Baker & O'Brien, INC.
  • Sponsor EIN: 752464053
  • Sponsor Address: 12001 N. CENTRAL EXPWY SUITE 1200, DALLAS, TX, 75243
  • Plan Type: DC
  • Total Participants: 27
  • Total Assets: $11.2M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202427$11.2M$1.4M$0
202327$8.8M$1.1M$0
202223$9.0M$974,232$0

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