How big is Baker Engineering and Risk Consultants, Inc.'s plan?

Baker Engineering and Risk Consultants, Inc.'s plan reported $65.9M in assets and 189 participants for 2024.

Original filing (PDF)20251010155311NAL0018434450001

Baker Engineering and Risk Consultants, Inc.

Name: Baker Engineering and Risk Consultants, Inc. — Form 5500 Plan 002 (2024)
Creator: Baker Engineering and Risk Consultants, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Baker Engineering and Risk Consultants 401(k) Profit Sharing Plan

401(k) retirement plan · Baker Engineering and Risk Consultants, Inc.'s Baker Engineering and Risk Consultants 401(k) Profit Sharing Plan held $65.9M in plan assets for 189 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

189

Accounts w/ balance

213

Plan assets (EOY)

$65.9M

Net assets (EOY)

$65.9M

People on this filing

Delia Floreslewis signed Baker Engineering and Risk Consultants, Inc.'s 2024 Form 5500 as plan administrator.

Delia Floreslewis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Baker Engineering and Risk Consultants, Inc.'s EIN is 74-2983542.

EIN 74-2983542

Plan number 002

Plan year 2024

ACK ID 20251010155311NAL0018434450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Baker Engineering and Risk Consultants, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Baker Engineering and Risk Consultants, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAKER ENGINEERING AND RISK CONSULTANTS, INC.

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (9th percentile).

Helping the score

High average account balance (92nd percentile).

Plan sponsor

Name

BAKER ENGINEERING AND RISK CONSULTANTS, INC

EIN

all filings

Address

3330 OAKWELL CT. · STE 100 · SAN ANTONIO, TX · 78218

Phone

(210) 824-5960

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$15K	—

Accountant / Auditor

Investments

35 direct securities · 1 pooled fund· $67.3M(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.

Mutual Funds

$41.4M

27 holdings

Common Collective Trusts

$11.8M

3 holdings

Self-Directed Brokerage

$8.9M

1 holding

Other securities

$3.6M

3 holdings

Common Collective Trust

$1.4M

1 holding

U.S. Treasuries

$139K

1 holding

					% of plan
Brokerage Accounts Self-directed brokerage accounts	Self-Directed Brokerage	—	—	$8.9M	13.5%
Fidelity Growth Company Fund Mutual fund	Mutual Funds	—	—	$7.9M	12.0%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$6.3M	9.5%
Fidelity Blue Chip Growth Fund Mutual fund	Mutual Funds	—	—	$5.5M	8.3%
Fidelity Extended Market Index Fund Mutual fund	Common Collective Trusts	—	—	$4.1M	6.3%
Fidelity Contra Fund Mutual fund	Mutual Funds	—	—	$3.4M	5.1%
Fidelity Diversified International Fund Mutual fund	Mutual Funds	—	—	$2.7M	4.1%
JPMorgan Equity Income Fund Class R6 Mutual fund	Other securities	—	—	$2.7M	4.1%
Fidelity Freedom 2040 Fund Mutual fund	Mutual Funds	—	—	$2.1M	3.2%
Fidelity Puritan Fund Mutual fund	Mutual Funds	—	—	$1.7M	2.6%
Fidelity Investment Grade Bond Fund Mutual fund	Mutual Funds	—	—	$1.7M	2.5%
Fidelity Freedom 2050 Fund Mutual fund	Mutual Funds	—	—	$1.7M	2.5%
Fidelity Government Money Market Fund Money market fund	Mutual Funds	—	—	$1.7M	2.5%
Fidelity Freedom 2030 Fund Mutual fund	Mutual Funds	—	—	$1.5M	2.2%
Fidelity Freedom 2025 Fund Mutual fund	Mutual Funds	—	—	$1.4M	2.2%
Fidelity Managed Income Portfolio Class 2 Common collective trust fund	Common Collective Trusts	—	—	$1.4M	2.1%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$1.4M	2.1%
Fidelity Low Priced Stock Fund Mutual fund	Mutual Funds	—	—	$1.4M	2.1%
Fidelity Freedom 2020 Fund Mutual fund	Mutual Funds	—	—	$1.4M	2.1%
Fidelity Small Cap Growth Fund Mutual fund	Mutual Funds	—	—	$1.3M	2.0%
Fidelity Small Cap Value Fund Mutual fund	Mutual Funds	—	—	$1.1M	1.7%
Fidelity International Fund Mutual fund	Mutual Funds	—	—	$855K	1.3%
Fidelity Freedom 2055 Fund Mutual fund	Mutual Funds	—	—	$799K	1.2%
Metropolitan West Total Return Bond Fund Class M Mutual fund	Other securities	—	—	$781K	1.2%
Fidelity Freedom 2045 Fund Mutual fund	Mutual Funds	—	—	$768K	1.2%
Fidelity Freedom 2035 Fund Mutual fund	Mutual Funds	—	—	$710K	1.1%
Fidelity Freedom 2060 Fund Mutual fund	Mutual Funds	—	—	$449K	0.7%
Invesco Emerging Markets All Cap Fund Mutual fund	Mutual Funds	—	—	$419K	0.6%
Fidelity Freedom Income Fund Mutual fund	Mutual Funds	—	—	$342K	0.5%
Janus Henderson Enterprise Fund Class T Mutual fund	Mutual Funds	—	—	$238K	0.4%
PIMCO Real Return Fund Institutional Class Mutual fund	Mutual Funds	—	—	$153K	0.2%
Fidelity Freedom 2015 Fund Mutual fund	Mutual Funds	—	—	$151K	0.2%
Fidelity Freedom 2065 Fund Mutual fund	Mutual Funds	—	—	$150K	0.2%
Cohen & Steers Realty Shares Fund Class L Mutual fund	Other securities	—	—	$150K	0.2%
Fidelity Short Term Treasury Bond Index Fund Mutual fund	U.S. Treasuries	—	—	$139K	0.2%
Fidelity Freedom 2010 Fund Mutual fund	Mutual Funds	—	—	$44K	<0.1%