Plan Snapshot
- Plan Sponsor: Bob Baker Enterprises, INC.
- Sponsor EIN: 330062813
- Sponsor Address: 5365 CAR COUNTRY DRIVE, CARLSBAD, CA, 92008
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $33,686 | $573,825 |
| 2022 | 199 | $16.1M | $89,332 | $1.5M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $45,766 | — | $45,766 |
| 401K ADVISORS INC | INVESTMENT/FINANCIAL ADVI | $44,610 | — | $44,610 |
| DUFFY KRUSPODIN, LLP | ACCOUNTANT | $14,607 | — | $14,607 |
| DUFFY KRUSPODIN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- 401K ADVISORS INC — INVESTMENT/FINANCIAL ADVI
- DUFFY KRUSPODIN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,983
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 |
|---|---|---|---|---|---|
| 2023 | $78,565 | — | — | — | — |
| 2022 | $104,983 | — | — | — | — |