Skoshi Heron signed James Baker Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
James Baker Group Inc.'s EIN is 73-1402976.
Download the official 2024 Form 5500 (PDF) for James Baker Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)James Baker Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER ASSET MANAGEMENT | 20-3018734 | — | INVESTMENT ADVISOR | $135K | — |
| BISON CAPITAL ADVISORS, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $57.0M | 76.8% | |
| s * Fidelity Freedom 2040 Fund | Mutual Funds | — | $161K | $1.9M | 2.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $8K | $1.7M | 2.3% | |
| Fidelity Govt Money Market Fund | Mutual Funds | — | $1.7M | $1.7M | 2.3% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | $96K | $1.5M | 2.0% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | $165K | $1.4M | 1.9% | |
| Fixed Annuity Contracts Allianz Life Insurance Company of North America | Common Stocks | — | — | $1.2M | 1.6% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | $65K | $1.1M | 1.5% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | $62K | $837K | 1.1% | |
| Columbia Dividend Income Fund | Other securities | — | $23K | $787K | 1.1% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | $46K | $720K | 1.0% | |
| Fidelity Freedom INC K6 | Mutual Funds | — | $49K | $511K | 0.7% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | $43K | $487K | 0.7% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | $30K | $410K | 0.6% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | $26K | $357K | 0.5% | |
| Notes Receivable from Participants Various loans with interest rates ranging from 5.25% | Bonds / Notes | — | — | $353K | 0.5% | |
| Janus Henderson Triton Fund | Mutual Funds | — | $13K | $351K | 0.5% | |
| Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | $14K | $294K | 0.4% | |
| MFS Mid Cap Growth Fund Class | Mutual Funds | — | $8K | $266K | 0.4% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | $17K | $227K | 0.3% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | $15K | $224K | 0.3% | |
| PRIMECAP Odyssey Growth Fund | Mutual Funds | — | $6K | $194K | 0.3% | |
| Fidelity International Capital Appreciation Fund | Mutual Funds | — | $10K | $159K | 0.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | $3K | $97K | 0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | $3K | $94K | 0.1% | |
| Vanguard LifeStrategy Growth Fund | Mutual Funds | — | $2K | $84K | 0.1% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | $6K | $84K | 0.1% | |
| Fidelity Global US Index Fund | Common Collective Trusts | — | $4K | $51K | <0.1% | |
| MFS International Diversification Fund | Mutual Funds | — | $2K | $41K | <0.1% | |
| Vanguard Selected Value Fund | Mutual Funds | — | $1K | $28K | <0.1% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | $3K | $27K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund 850 | Other securities | — | — | $15K | <0.1% | |
| DFA Real Estate Securities Portfolio 357 | Mutual Funds | — | — | $14K | <0.1% | |
| DFA Emrg Mkt Core Eq 417 | Mutual Funds | — | — | $10K | <0.1% | |
| Vangauard Inflation-Protection Securites Fund Admir 354 | Other securities | — | — | $8K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | $7K | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 83-4284249 |
| — |
| CONSULTANT |
| $8K |
| — |
| NA | 31-9500454 | — | CONSULTANT | $4K | — |
