AUMdb

The Baker Company Profit Sharing And Retirement Plan

Sponsored by The Baker Company · EIN 010222106 · Plan #001

Total assets
$19.7M
Net assets
$19.6M
Active participants
144
With balances
179

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Commonwealth Equity Services Llc Investment advisory (plan) $45,464
Empower Annuity Insurance Company O Recordkeeping fees $13,103
Downeast Pension Services, Inc. Contract administrator $2,325