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  2. H. J. Baker & Bro., LLC
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  • Retirement plans

Filings through Oct 24, 2026.

H. J. Baker & Bro., LLC

EIN 81-4867907-chemicals-Latest filing 2025
Plans
2
Retirement
2
$54.0M assets
Health & Benefits
0
Participants
354
1450 LAKE ROBBINS DRIVE, SUITE 550 - THE WOODLANDS, TX 77380346-372-3466hjbaker.comLinkedIn51-200 employeeschemicals
Plans on this EIN
2 filings
#001Traditional DB-$28.8M - 224 part#010401(k)-$25.2M - 130 part

Retirement portfolio analytics

2 plans aggregated / $54.0M assets / 354 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEES' RETIREMENT PLAN (#001)$28.8M
  • LLC 401(K) Savings (#010)$25.2M
Total $54.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$28.8M
  • T ROWE PRICE RPS INC$25.2M
Total $54.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#001)224
  • LLC 401(K) Savings (#010)130
Total 354Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

H. J. BAKER & BRO., LLC EMPLOYEES' RETIREMENT PLAN

Traditional DB

Assets$28.8M
Participants224
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#010

H.J. BAKER AND BRO., LLC 401(K) SAVINGS PLAN

401(k)

Assets$25.2M
Participants130
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001H. J. BAKER & BRO., LLC EMPLOYEES' RETIREMENT PLANTraditional DB$28.8M2242025
#010H.J. BAKER AND BRO., LLC 401(K) SAVINGS PLAN401(k)$25.2M1302025
  • H. J. BAKER & BRO., LLC EMPLOYEES' RETIREMENT PLAN$28.8M
    #001 · Traditional DB · 2025224
  • H.J. BAKER AND BRO., LLC 401(K) SAVINGS PLAN$25.2M
    #010 · 401(k) · 2025130
Retirement plans
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