How big is Baker Wealth Strategies, LLC's plan?

Baker Wealth Strategies, LLC's plan reported $440K in assets and 8 participants for 2025.

Original filing (PDF)20260402142919NAL0001209139001

Baker Wealth Strategies, LLC

Name: Baker Wealth Strategies, LLC — Baker Wealth, Form 5500 (2025)
Creator: Baker Wealth Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baker Wealth Strategies, LLC 401(k) Plan

401(k) retirement plan · Baker Wealth Strategies, LLC's Baker Wealth Strategies, LLC 401(k) Plan held $440K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$440K

Net assets (EOY)

$440K

Plan identifiers

Baker Wealth Strategies, LLC's EIN is 47-1998315.

EIN 47-1998315

Plan number 001

Plan year 2025

ACK ID 20260402142919NAL0001209139001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Baker Wealth Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Baker Wealth Strategies, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Helping the score