Douglas Hayes signed Baker Manufacturing Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baker Manufacturing Company, LLC's EIN is 20-4668380.
Download the official 2024 Form 5500 (PDF) for Baker Manufacturing Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baker Manufacturing Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES, INC. | 16-1450952 | — | NONE | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEELE CAPITAL MANAGEMENT | 42-1460565 | — | NONE | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STRATEGIC ROADMAP GROWTH FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 270 | Common Collective Trust | — | — | $4.7M | 24.0% | |
| STRATEGIC ROADMAP BALANCED FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 268 | Common Collective Trust | — | — | $4.4M | 22.6% | |
| STRATEGIC ROADMAP AGGRESSIVE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 267 | Common Collective Trust | — | — | $3.0M | 15.4% | |
| SCHWAB Funds SCHWAB S&P 500 Index Fund - Select S | Common Collective Trusts | — | — | $2.1M | 10.9% | |
| Vanguard Funds Vanguard Growth Index FD Admiral | Mutual Funds | — | — | $1.1M | 5.8% | |
| STRATEGIC ROADMAP CONSERVATIVE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 269 | Common Collective Trust | — | — | $1.0M | 5.4% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $725K | 3.7% | |
| STRATEGIC ROADMAP MODERATE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 271 | Common Collective Trust | — | — | $642K | 3.3% | |
| Dimensional Fund Advisors DFA US Core EQTY 1 Port Instl | Mutual Funds | — | — | $364K | 1.9% | |
| SCHWAB Funds SCHWAB Intl Index FD | Mutual Funds | — | — | $272K | 1.4% | |
| Vanguard Funds Vanguard Midcap Growth Index Admiral | Mutual Funds | — | — | $225K | 1.2% | |
| Vanguard Funds Vanguard Smallcap Value Index Admiral | Mutual Funds | — | — | $194K | 1.0% | |
| Notes receivable from Participant loans with interest rates ranging from participants 4.25% to 9.50%, due through November 2029 $-0- | Bonds / Notes | — | — | $184K | 0.9% | |
| Vanguard Funds Vanguard Midcap Value Index Admiral | Mutual Funds | — | — | $121K | 0.6% | |
| Vanguard Funds Vanguard Smallcap Growth Index Admiral | Mutual Funds | — | — | $103K | 0.5% | |
| Doubleline Funds Doubleline Total Returned FD CL I | Other securities | — | — | $77K | 0.4% | |
| Vanguard Funds Vanguard FTSE Social Index ADM | Mutual Funds | — | — | $60K | 0.3% | |
| Loomis Sayles Funds Loomis Sayles Global Bond FD CL I | Other securities | — | — | $29K | 0.1% | |
| Delaware Funds Delaware Diversified Income FD CL I | Other securities | — | — | $26K | 0.1% | |
| Cohen & Steers Funds Cohen & Steers Realty Shares | Other securities | — | — | $23K | 0.1% | |
| Driehaus Funds Driehaus Emerging Mkts Growth FD | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
