Jeffrey Maxwell signed Bob Baker Enterprises, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bob Baker Enterprises, Inc.'s EIN is 33-0062813.
Download the official 2022 Form 5500 (PDF) for Bob Baker Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Bob Baker Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $46K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K ADVISORS INC | 33-0905143 |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GR- I1 WILMINGTON TRUST CO · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $2.0M | 12.1% | |
| FLEXPATH IDX MOD 2055 I1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $1.8M | 11.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.7M | 10.4% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $1.7M | 10.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.2M | 7.6% | |
| FLEXPATH IDX MOD 2035 I1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $1.2M | 7.5% | |
| FLEXPATH IDX MOD 2045 I1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $1.0M | 6.2% | |
| JPMORGAN US EQUITY R5 | Registered Investment Companies | — | — | $807K | 5.0% | |
| FLEXPATH IDX MOD RET I1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $730K | 4.5% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $670K | 4.2% | |
| FLEXPATH IDX MOD 2025 I1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $666K | 4.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $356K | 2.2% | |
| JANUS HENDERSON FLEX BD N | Registered Investment Companies | — | — | $342K | 2.1% | |
| FIDELITY ADV GOVT INCOME I | Registered Investment Companies | — | — | $339K | 2.1% | |
| AMERICAN FUNDS GLOBAL GR R6 | Registered Investment Companies | — | — | $242K | 1.5% | |
| VICTORY SMALL CO OPPORTUNITY I | Registered Investment Companies | — | — | $233K | 1.4% | |
| JPMORGAN EQUITY INCOME FUND R5 | Registered Investment Companies | — | — | $150K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $127K | 0.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $112K | 0.7% | |
| BLACKROCK ADV SCC K | Registered Investment Companies | — | — | $106K | 0.7% | |
| FLEXPATH IDX AGG 2035 I1 WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $89K | 0.6% | |
| PIM RE REAL RETURN STRAT - INS | Registered Investment Companies | — | — | $76K | 0.5% | |
| MFS INTL DIVERSIFICATION R4 | Registered Investment Companies | — | — | $62K | 0.4% | |
| SMALL CAP GROWTH FUND - I1 WILMINGTON TRUST COMPANY · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $62K | 0.4% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $47K | 0.3% | |
| FLEXPATH IDX AGG 2055 I1 WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $24K | 0.1% | |
| FID US BOND IND | Registered Investment Companies | — | — | $19K | 0.1% | |
| FLEXPATH IDX AGG 2025 I1 WILMINGTON TRUST · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $12K | <0.1% | |
| FLEXPATH IDX AG 2045 I1 WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $8K | <0.1% | |
| FLEXPATH IDX CON 2045 I1 WILMINGTON TRUST · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXPATH IDX AGG RET I1 WILMINGTON TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXPATH IDX CON 2055 I1 WILMINGTON TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $3K | <0.1% | |
| FLEXPATH IDX CON 2035 I1 WILMINGTON TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $45K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUFFY KRUSPODIN, LLP | 95-4244839 | — | ACCOUNTANT | $15K | — |
