Sponsor portfolio
BAKER WEALTH ADVISORS, LLC
EIN 88-2821837Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$150K assets
Welfare
0
Participants
3
2828 PICKETT ROAD, SUITE 100 - DURHAM, NC 27705919-321-1213
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BAKER WEALTH ADVISORS 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $150K | 3 | 2024 |
Retirement plans