Plan Snapshot
- Plan Sponsor: Baker University
- Sponsor EIN: 480543766
- Sponsor Address: 618 8TH STREET, BALDWIN, KS, 660060055
- Plan Type: 403(b)
- Total Participants: 195
- Total Assets: $34.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 195 | $34.9M | $300,689 | $649,690 |
| 2023 | 321 | $32.7M | $290,403 | $607,736 |
| 2022 | 253 | $31.1M | $287,904 | $656,823 |
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 — 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 | $68,300 | $35,624 | $1,114 | — | — |
| 2023 | $62,228 | $32,395 | $1,092 | — | — |
| 2022 | $71,103 | $33,687 | $1,347 | — | $36,069 |