James Baker Group, Inc. 401(k) Plan
Sponsored by James Baker Group Inc · EIN 731402976 · Plan #003
- Total assets
- $74.2M
- Net assets
- $74.2M
- Active participants
- 115
- With balances
- 151
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 |
|---|---|---|
| Baker Asset Management, Llc CRD 289524 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Baker Asset Management | Investment advisory (participants) | $134,841 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $17,445 |
| Bison Capital Advisors, Llc | Consulting (general) | $7,994 |
| Na | Consulting (general) | $4,285 |