What public Form 5500 filings show about the NB Baker Electric, Inc. DBA Baker Electric Home Energy 401(k) plan — and how to find and check your own account.
NB Baker Electric, Inc. DBA Baker Electric Home Energy (EIN 20-2438431) reports NB BAKER ELECTRIC, INC. 401(K) PLAN on its most recent Form 5500, with $6.7M in plan assets across 155 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 NB Baker Electric, Inc. DBA Baker Electric Home Energy filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your NB Baker Electric, Inc. DBA Baker Electric Home Energy 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INDEPENDENT FINANCIAL GROUP, WILSHIRE ADVISORS.