Back to filter
Original filing (PDF)20250917160524NAL0001443154001
BAKER BENEFIT GROUP LLC
Form 5500-SF
FILING_RECEIVED
BAKER BENEFIT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAKER BENEFIT GROUP LLC.
Plan sponsor
Name
BAKER BENEFIT GROUP LLC
EIN
27-0649080
Address
36 CATOONAH STREET · RIDGEFIELD, CT · 06877
Phone
(203) 894-1420
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
EGGAN EXCAVATING AND EQUIPMENT
EGGAN EXCAVATING AND EQUIPMENT 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 29 participants
VERO BEACH COUNTRY CLUB, INC.
VERO BEACH COUNTRY CLUB 401(K) PLAN
$1.8M · 55 participants
JET INTERMODAL, INC.
JET INTERMODAL, INC. 401K PROFIT SHARING PLAN
$1.8M · 38 participants
NELL-JOY INDUSTRIES, INC.
NELL-JOY INDUSTRIES, INC. 401K RETIREMENT PLAN
$1.8M · 8 participants
SUSLAK & MOUNTAIN
SUSLAK & MOUNTAIN RETIREMENT PLAN
$1.8M · 3 participants
O' MALLEY CONSTRUCTION COMPANY
O'MALLEY CONSTRUCTION COMPANY 401K PLAN
$1.8M · 17 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B