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Original filing (PDF)20251015114539NAL0002238115001
BAKERS CONSTRUCTION SERVICES, INC.
Form 5500
FILING_RECEIVED
BAKERS CONSTRUCTION SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
128
Accounts w/ balance
111
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "American Funds The Growth Fund of America-R5" is 26% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAKERS CONSTRUCTION SERVICES, INC..
Plan sponsor
Name
BAKERS CONSTRUCTION SERVICES, INC.
EIN
62-1292868
Address
PO BOX 417 · PINEY FLATS, TN · 376860417
Phone
(423) 538-4400
Industry
Constructionsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 82-4555287 | IRVINE, CA | RECORDKEEPER | $16K | — |
Investments
24 direct securities· $4.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America-R5 | — | — | — | $1.1M | 25.4% | |
| American Funds Fundamental Investors-R5 | — | — | — | $651K | 14.9% | |
| American Funds Amcap Fund-R5 | — | — | — | $594K | 13.6% | |
| American Funds Capital Income Builder-R5 | — | — | — | $366K | 8.4% | |
| American Funds The Bond Fund of America-R5 ** 407 * American Funds American Balance Fund-R5 | — | — | — | $260K | 5.9% | |
| American Funds New World Fund-R5 | — | — | — | $234K | 5.4% | |
| American Funds American Funds 2015 Target Date ** 62 * American Funds American Funds 2025 Target Date | — | — | — | $179K | 4.1% | |
| American Funds Capital World Growth and Income-R5 | — | — | — | $165K | 3.8% | |
| American Funds US Government Money Market-R5 | — | — | — | $163K | 3.7% | |
| American Funds New Perspective Fund-R5 | — | — | — | $147K | 3.4% | |
| American Funds American Funds 2030 Target Date | — | — | — | $142K | 3.3% | |
| American Funds Smallcap World Fund-R5 | — | — | — | $92K | 2.1% | |
| American Funds American Funds 2050 Target Date | — | — | — | $50K | 1.1% | |
| American Funds American Balance Fund-R5 | — | — | — | $41K | 0.9% | |
| American Funds American Funds 2045 Target Date | — | — | — | $36K | 0.8% | |
| American Funds The Investment Co. of America-R5 | — | — | — | $33K | 0.8% | |
| American Funds American Funds 2040 Target Date | — | — | — | $27K | 0.6% | |
| American Funds International Growth and Income-R5 | — | — | — | $26K | 0.6% | |
| American Funds Global Balance Fund-R5 | — | — | — | $9K | 0.2% | |
| American Funds The Income Fund of America-R5 | — | — | — | $6K | 0.1% | |
| American Funds American Funds 2065 Target Date | — | — | — | $4K | 0.1% | |
| American Funds American Funds 2035 Target Date | — | — | — | $4K | <0.1% | |
| American Funds American High Income Trust-R5 | — | — | — | $2K | <0.1% | |
| American Funds American Funds 2055 Target Date | — | — | — | $1K | <0.1% |
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