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BAER ENTERPRISES & AFFILIATED EMPLOYERS — BAER ENTERPRISES & AFFILIATED EMPLOYERS 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250717152719NAL0000789296001
BAER ENTERPRISES & AFFILIATED EMPLOYERS
Form 5500-SF
FILING_RECEIVED
BAER ENTERPRISES & AFFILIATED EMPLOYERS 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
Plan health score (directional)
89
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BAER ENTERPRISES & AFFILIATED EMPLOYERS
.
Find decision makers
Plan sponsor
Name
BAER ENTERPRISES & AFFILIATED EMPLOYERS
EIN
61-1664564
Address
2513 STATION DRIVE · STOCKTON, CA · 95215
Phone
(209) 390-0460
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
2025-07-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
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ASENSUS SURGICAL US INC. 401(K) PLAN
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$7.1M · 140 participants
UNIFIED PURCHASING GROUP
UNIFIED PURCHASING GROUP RETIREMENT PLAN
$7.2M · 8 participants
HILL WEST ARCHITECTS LLP
HILL WEST ARCHITECTS LLP 401(K) PROFIT SHARING PLAN & TRUST
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.2M · 86 participants
BEATTY HARVEY COCO ARCHITECTS LLP
BEATTY HARVEY COCO ARCHITECTS LLP 401(K) PROFIT SHARING PLAN
$7.1M · 29 participants
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$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
