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Sponsor portfolio

BAK HOLDINGS, INC.

EIN 27-4513011-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$13.8M assets
Welfare
0
Participants
24
135 PARK LEDGE LANE - PENINSULA, OH 44264330-926-5940
Plans on this EIN
2 filings
#004ESOP-$11.0M - 11 part#001401k-$2.8M - 13 part

Retirement portfolio analytics

2 plans aggregated / $13.8M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • EMPLOYEE STOCK OWNERSHIP (#004)80%
  • HOLDINGS, INC. 401(K) (#001)20%
Total $13.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDINGS, INC. 401(K) (#001)13
  • EMPLOYEE STOCK OWNERSHIP (#004)11
Total 24Click 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#004

BAK HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$11.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BAK HOLDINGS, INC. 401(K) PLAN

401k

Assets$2.8M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004BAK HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$11.0M112025
001BAK HOLDINGS, INC. 401(K) PLAN401k$2.8M132025
Retirement plans
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