Retirement plan

BALDWIN HACKETT & MEEKS, INC 401(K) PROFIT SHARING

Name: BALDWIN HACKETT & MEEKS, INC. - BALDWIN HACKETT & MEEKS, INC 401(K) PROFIT SHARING (2025) Form 5500
Creator: BALDWIN HACKETT & MEEKS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BALDWIN HACKETT & MEEKS, INC 401(K) PROFIT SHARING, BALDWIN HACKETT & MEEKS, INC.

BALDWIN HACKETT & MEEKS, INC.EIN 75-2133589Plan #001PY 2025

11602 WEST CENTER ROAD, SUITE 250 - OMAHA, NE 68144402-333-3300

Prospect flagsHigh feesHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$22.5M

+1.4% from 2024

Total participants

-14.9% from 2024

Average account balance

$402,132

+19.6% from 2024

Annual return

13.69%

-5.01 pp from 2024

Benchmarks

See 3,532 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort3,532 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$22.52M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$402K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

124.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$691K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.69%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$61683

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2J2R2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$3.5M

$76761 / participant

Other / not subdivided$3M100.0%

% of EOY assets

15.339%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$402,132

$107,421+274.4%

$182,262+120.6%

$94,015+327.7%

Participation rate

97.8%

77.8%+20.0pp

84.2%+13.6pp

70.8%+27.0pp

Annual return

13.69%

21.32%-7.6pp

140.60%-126.9pp

17.84%-4.2pp

Employer contribution / active EE

$3,224

$3,448-6.5%

$5,046-36.1%

$2,790+15.5%

Participant deferral / active EE

$12,132

$6,558+85.0%

$8,276+46.6%

$4,249+185.5%

Admin fee / account holder

$61,683

$8,692+609.7%

$16,712+269.1%

$8,951+589.1%

BALDWIN HACKETT & MEEKS, INC 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BALDWIN HACKETT & MEEKS, INC 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion