YIN LI signed NB Baker Electric, Inc. DBA Baker Electric Home Energy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NB Baker Electric, Inc. DBA Baker Electric Home Energy's EIN is 20-2438431.
Download the official 2024 Form 5500 (PDF) for NB Baker Electric, Inc. DBA Baker Electric Home Energy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NB Baker Electric, Inc. DBA Baker Electric Home Energy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP LLC | 71-0927304 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LT 2040 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 004 | Common Collective Trust | — | — | $1.3M | 19.8% | |
| PRINCIPAL LT 2045 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 011 | Common Collective Trust | — | — | $1.3M | 18.9% | |
| PRINCIPAL LT 2030 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 003 | Common Collective Trust | — | — | $809K | 12.0% | |
| PRINCIPAL LT 2035 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 010 | Common Collective Trust | — | — | $605K | 9.0% | |
| PRINCIPAL LT 2020 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 002 | Common Collective Trust | — | — | $374K | 5.5% | |
| PRINCIPAL LT 2055 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 012 | Common Collective Trust | — | — | $332K | 4.9% | |
| PRINCIPAL LT 2050 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 005 | Common Collective Trust | — | — | $316K | 4.7% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $232K | 3.4% | |
| Columbia Div Income I3 Fund Registered Investment Company | Common Stocks | — | — | $229K | 3.4% | |
| PRINCIPAL LT 2060 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 007 | Common Collective Trust | — | — | $178K | 2.6% | |
| Am Fds EuroPacific Grth R6 Fd Registered Investment Company | Common Stocks | — | — | $119K | 1.8% | |
| JP Morgan Large Cap Gr R6 Fd Registered Investment Company | Common Stocks | — | — | $117K | 1.7% | |
| maturing through April 2029 - | Other securities | — | — | $90K | 1.3% | |
| Vic Triv Intl Small Cap R6 Fd Registered Investment Company | Common Stocks | — | — | $82K | 1.2% | |
| BlackRock Md-Cp Gr Eq K Fd Registered Investment Company | Common Stocks | — | — | $77K | 1.1% | |
| Fidelity US Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $76K | 1.1% | |
| PRINCIPAL LT 2025 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 009 | Common Collective Trust | — | — | $71K | 1.1% | |
| JP Morgan US Res En Eq R6 Fd Registered Investment Company | Common Stocks | — | — | $53K | 0.8% | |
| PIMCO Income Institutional Fd Registered Investment Company | Mutual Funds | — | — | $37K | 0.6% | |
| PRINCIPAL LT 2065 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 013 | Common Collective Trust | — | — | $26K | 0.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $23K | 0.3% | |
| Amer Century Sml Cap Val R6 Fd Registered Investment Company | Common Stocks | — | — | $19K | 0.3% | |
| AB Small Cap Grwth Port Z Fd Registered Investment Company | Common Stocks | — | — | $15K | 0.2% | |
| Nuveen Real Estate Sec Sel R6 Registered Investment Company | Mutual Funds | — | — | $15K | 0.2% | |
| Macquarie Natural Resources R6 Registered Investment Company | Common Stocks | — | — | $8K | 0.1% | |
| Fidelity Mid Cp Index Fund Registered Investment Company | Common Collective Trusts | — | — | $6K | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PRINCIPAL LT 2015 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 008 | Common Collective Trust | — | — | $15 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
