How big is DAVE Baker Agency's plan?

DAVE Baker Agency's plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250702144232NAL0033216162005

DAVE Baker Agency

Name: DAVE Baker Agency — DAVE Baker Agency 401(k) Plan, Form 5500 (2024)
Creator: DAVE Baker Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DAVE Baker Agency 401(k) Plan

401(k) retirement plan · DAVE Baker Agency's DAVE Baker Agency 401(k) Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

DAVE Baker Agency's EIN is 35-1723987.

EIN 35-1723987

Plan number 001

Plan year 2024

ACK ID 20250702144232NAL0033216162005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DAVE Baker Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DAVE Baker Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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