# Baker Roofing Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/baker-roofing-company-llc-401k-plan

> Baker Roofing Company, LLC's 401(k) plan: 862 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baker Roofing Company, LLC

- **Sponsor EIN:** 560130810

- **Sponsor Address:** 3500 REGENCY PARKWAY, CARY, NC, 27518

- **Plan Type:** 401(k)

- **Total Participants:** 862

- **Total Assets:** $57.3M

## 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|862|$57.3M|$2.1M|$3.7M|

| 2023|854|$49.8M|$1.8M|$3.2M|

| 2022|694|$33.5M|$1.5M|$2.6M|

## 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|

| THOMAS, JUDY, & TUCKER P.A.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$429,240|$323,105|—|—|—|

| 2023|$311,251|$231,743|—|—|—|

| 2022|$273,398|$200,433|$72,965|—|—|

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