Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BAKER AND BAKER, INC.
EIN 45-4940116Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
6
330 N. SUNSET DR. - MINA, SD 57451605-216-0402
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BAKER AND BAKER, INC. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BAKER AND BAKER, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$334K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BAKER AND BAKER, INC. CASH BALANCE PLAN | CashBalance | $1.2M | 3 | 2024 | |
| 002 | BAKER AND BAKER, INC. 401(K) PROFIT SHARING PLAN | 401k | $334K | 3 | 2024 |
Retirement plans