JEFF Baker Agency, Inc. DBA BAKE 401(k) Plan

The JEFF Baker Agency, Inc. DBA BAKE 401(k) on its latest Form 5500

JEFF Baker Agency, Inc. DBA BAKE (EIN 20-4606917) reports JEFF BAKER AGENCY, INC. DBA BAKER INSURANCE BROKERS 401K on its most recent Form 5500, with $631K in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full JEFF Baker Agency, Inc. DBA BAKE filing — schedules, fees, and providers.

Who runs the JEFF Baker Agency, Inc. DBA BAKE 401(k)?

JEFF Baker Agency, Inc. DBA BAKE’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask JEFF Baker Agency, Inc. DBA BAKEHR for the recordkeeper’s name and login.

How to check your JEFF Baker Agency, Inc. DBA BAKE 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask JEFF Baker Agency, Inc. DBA BAKE HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).