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Sponsor portfolio

BAKER FAMILY HOLDING, L.L.C.

EIN 20-0986291-Manufacturing-Latest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
10
1204 BLUFF DRIVE - SLIDELL, LA 70461985-960-6531
Plans on this EIN
2 filings
#003CashBalance-$2.8M - 5 part#002401k-$1.7M - 5 part

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • CASH BALANCE PLAN (#003)63%
  • HOLDING LLC 401(K) (#002)37%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)5
  • HOLDING LLC 401(K) (#002)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BAKER FAMILY HOLDING, LLC CASH BALANCE PLAN

CashBalance

Assets$2.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BAKER FAMILY HOLDING LLC 401(K) PLAN

401k

Assets$1.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003BAKER FAMILY HOLDING, LLC CASH BALANCE PLANCashBalance$2.8M52024
002BAKER FAMILY HOLDING LLC 401(K) PLAN401k$1.7M52024
Retirement plans
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