Baker Roofing Company 401(k) Plan
Sponsored by Baker Roofing Company, Llc · EIN 560130810 · Plan #002
- Total assets
- $57.3M
- Net assets
- $57.3M
- Active participants
- 862
- With balances
- 642
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $311,750 |
| Empower Annuity Insurance Company | Recordkeeping fees | $106,135 |
| Mma Securities Llc | Investment advisory (plan) | $11,355 |