# Baker & Taylor, LLC DC Plan
Source: https://planprovider.pro/companies/baker-taylor-llc-plan-002

> Baker & Taylor, LLC's DC plan: 1,092 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baker & Taylor, LLC

- **Sponsor EIN:** 473179974

- **Sponsor Address:** 2810 COLISEUM CENTRE DRIVE, CHARLOTTE, NC, 28217

- **Plan Type:** DC

- **Total Participants:** 1,092

- **Total Assets:** $73.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,092|$73.1M|$1.2M|$2.5M|

| 2023|1,343|$66.9M|$1.3M|$2.6M|

| 2022|1,361|$60.3M|$1.1M|$2.2M|

## 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|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## 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|$73,294|—|—|—|—|

| 2023|$68,625|—|—|—|—|

| 2022|$65,539|—|—|—|$40,047|

## Similar Plans

- [Kaplan Early Learning Company](https://planprovider.pro/companies/kaplan-early-learning-company-401k-plan) — 1,086 participants

- [Carolina Biological Supply Company](https://planprovider.pro/companies/carolina-biological-supply-company-401k-plan) — 477 participants

- [Brooks Equipment Company, LLC.](https://planprovider.pro/companies/brooks-equipment-company-llc-401k-plan) — 444 participants

- [Medi Usa, LP](https://planprovider.pro/companies/medi-usa-lp-401k-plan) — 311 participants

- [Bob Barker Company, INC.](https://planprovider.pro/companies/bob-barker-company-inc-401k-plan) — 216 participants

- [Brame Specialty Company, INC.](https://planprovider.pro/companies/brame-specialty-company-inc-401k-plan) — 161 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/baker-taylor-llc-plan-002)

© 2026 PlanProvider.Pro