# H.J. Baker And Bro., LLC 401(k) Plan
Source: https://planprovider.pro/companies/h-j-baker-and-bro-llc-401k-plan

> H.J. Baker And Bro., LLC's 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** H.J. Baker And Bro., LLC

- **Sponsor EIN:** 814867907

- **Sponsor Address:** 1450 LAKE ROBBINS DRIVE, THE WOODLANDS, TX, 77380

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

- **Total Participants:** 73

- **Total Assets:** $22.5M

## 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.|

| 2024|73|$22.5M|$866,096|$800,060|

| 2023|81|$20.3M|$862,446|$811,709|

| 2022|83|$16.3M|$830,063|$759,691|

## 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|

| PKF O'CONNOR DAVIES, LLP|Auditor|$2,555|—|$2,555|

### Verified Provider Profiles

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

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,555

- **Estimated Expense Ratio:** 0.011% of plan assets

### 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|$2,848|—|—|$2,555|—|

| 2023|$1,841|—|—|—|—|

| 2022|$1,445|—|—|—|—|

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