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Original filing (PDF)20250925113514NAL0008472785001
T. BAKER SMITH, LLC.
Form 5500
FILING_RECEIVED
T. BAKER SMITH, LLC 401(K) PLAN
401(k) retirement plan
Active participants
318
Accounts w/ balance
253
Plan assets (EOY)
$40.0M
Net assets (EOY)
$40.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for T. BAKER SMITH, LLC..
Plan sponsor
Name
T. BAKER SMITH, LLC.
EIN
72-0627831
Address
412 S. VAN AVENUE · HOUMA, LA · 70363
Phone
(985) 868-1050
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
LAPORTE, APAC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOKES FAMILY OFFICE LLC | 83-3656874 | — | ADVISOR | $65K | — |
Investments
28 direct securities · 1 pooled fund· $40.0M(100% of reported assets)
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.
Uncategorized
$39.7M
28 holdings
Common Collective Trust
$321K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in- Borrower, Lessor, Interest or Similar Party Description of Investment Shares Cost Current Value Mutual Funds * Fidelity Advisors FDM IDX 2030 IPR 227,085.500 | — | — | — | $4.6M | 11.4% | |
| Fidelity Advisors FDM IDX 2040 IPR 162,014.753 | — | — | — | $4.0M | 10.0% | |
| Fidelity Advisors FDM IDX 2050 IPR 149,752.542 | — | — | — | $3.9M | 9.7% | |
| Fidelity Advisors LG CAP GR IDX 92,354.944 | — | — | — | $3.6M | 9.0% | |
| Fidelity Advisors 500 INDEX 16,280.232 | — | — | — | $3.3M | 8.3% | |
| Fidelity Advisors FDM IDX 2045 IPR 126,426.173 | — | — | — | $3.3M | 8.2% | |
| Fidelity Advisors FDM IDX 2025 IPR 160,523.183 | — | — | — | $3.0M | 7.5% | |
| Fidelity Advisors FDM IDX 2035 IPR 87,723.532 | — | — | — | $2.0M | 5.1% | |
| Vanguard VANG DIV APPR ADM 31,790.600 | — | — | — | $1.7M | 4.2% | |
| Fidelity Advisors FDM IDX 2055 IPR 68,587.814 | — | — | — | $1.5M | 3.7% | |
| Fidelity Advisors MID CAP IDX 41,289.166 | — | — | — | $1.4M | 3.5% | |
| Fidelity Advisors INTL INDEX 27,288.751 | — | — | — | $1.3M | 3.2% | |
| Fidelity Advisors US BOND IDX 79,290.110 | — | — | — | $810K | 2.0% | |
| Fidelity Advisors SM CAP IDX 20,128.677 | — | — | — | $557K | 1.4% | |
| Fidelity Advisors FDM IDX 2015 IPR 32,548.044 | — | — | — | $464K | 1.2% | |
| Fidelity Advisors FDM IDX 2060 IPR 23,383.556 | — | — | — | $423K | 1.1% | |
| Vanguard VANG SMCP GR IDX ADM 4,233.463 | — | — | — | $417K | 1.0% | |
| Baird Funds BAIRD CORE PLUS BOND INST 40,358.874 | — | — | — | $404K | 1.0% | |
| Fidelity Advisors EMRG MKTS IDX 37,005.056 | — | — | — | $387K | 1.0% | |
| Vanguard VANG MDCPVAL IDX ADM 4,572.640 | — | — | — | $383K | 1.0% | |
| American Funds AF INCOME FD AMER R6 15,377.205 | — | — | — | $376K | 0.9% | |
| Fidelity Advisors FDM IDX INC IPR 30,731.094 | — | — | — | $360K | 0.9% | |
| Vanguard VANG HI YLD CORP ADM 64,495.504 | — | — | — | $350K | 0.9% | |
| American Funds AF NEW PERSPECT R6 5,469.955 | — | — | — | $340K | 0.8% | |
| Vanguard VANG SMCPVL IDX ADM 3,827.449 | — | — | — | $326K | 0.8% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $321K | 0.8% | |
| Vanguard VANG BAL INDEX ADM 5,777.711 | — | — | — | $280K | 0.7% | |
| Fidelity Advisors FDM IDX 2020 IPR 9,552.597 | — | — | — | $151K | 0.4% | |
| Fidelity Advisors FDM IDX 2065 IPR 7,671.961 | — | — | — | $112K | 0.3% |
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