Baker Companies 401(k) Plan
Sponsored by Baker Construction Enterprises Inc. · EIN 814294887 · Plan #002
- Total assets
- $181M
- Net assets
- $181M
- Active participants
- 7,694
- With balances
- 1,823
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $34,704 |
| Global Retirement Partners Llc | Investment advisory (plan) | $29,437 |
| Forvis | Accounting | $24,675 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $9,812 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$54,063 |