Original filing (PDF)20260215194310NAL0004081249001

R.D. BAKER ENTERPISES, INC

Name: R.D. BAKER ENTERPISES, INC — DAYTON WATER SYSTEMS 401(K) PLAN, Form 5500 (2024)
Creator: R.D. BAKER ENTERPISES, INC

Form 5500-SF

FILING_RECEIVED

DAYTON WATER SYSTEMS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$628K

Net assets (EOY)

$628K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R.D. BAKER ENTERPISES, INC.

Plan sponsor

Name

R.D. BAKER ENTERPISES, INC

DBA

DAYTON WATER SYSTEMS

EIN

31-0518975

Address

765 LIBERTY LANE · WEST CARROLLTON, OH · 45449

Phone

(937) 859-2020

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2026-02-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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