Baker Distributing Corporation 401(k) Profit Sharing Plan
Sponsored by Baker Distributing Corporation · EIN 030215576 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 168
- With balances
- 264
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 |
|---|---|---|
| Citigroup Global Markets Inc. CRD 7059 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Retirement Services, Inc. | Contract administrator, Plan administrator, Recordkeeping | $33,359 |
| Citigroup Global Markets, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $25,959 |
| Newport Trust Company | Trustee (institutional) | $0 |