Baker Manufacturing Company, Llc 401(k) Deferred Profit Sharing Plan
Sponsored by Baker Manufacturing Company, Llc · EIN 204668380 · Plan #001
- Total assets
- $19.4M
- Net assets
- $19.4M
- Active participants
- 184
- With balances
- 212
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Steele Capital Management, Inc. CRD 107097 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Steele Capital Management | Investment management | $46,920 |
| Epic Retirement Plan Services, Inc. | Recordkeeping, Participant loan processing, Participant communication | $31,882 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |