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Original filing (PDF)20251010155311NAL0018434450001
BAKER ENGINEERING AND RISK CONSULTANTS, INC
Form 5500
FILING_RECEIVED
BAKER ENGINEERING AND RISK CONSULTANTS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
189
Accounts w/ balance
213
Plan assets (EOY)
$65.9M
Net assets (EOY)
$65.9M
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 (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
Helping the score
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAKER ENGINEERING AND RISK CONSULTANTS, INC.
Plan sponsor
Name
BAKER ENGINEERING AND RISK CONSULTANTS, INC
EIN
74-2983542
Address
3330 OAKWELL CT. · STE 100 · SAN ANTONIO, TX · 78218
Phone
(210) 824-5960
Industry
Engineering Services· Professional & Technical Servicessee all
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
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
ADKF PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADKF, PC | 74-2606559 | — | ACCOUNTANT/AUDITOR | $12K | — |
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.
Uncategorized
$65.9M
35 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Brokerage Accounts Self-directed brokerage accounts | — | — | — | $8.9M | 13.5% | |
| Fidelity Growth Company Fund Mutual fund | — | — | — | $7.9M | 12.0% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $6.3M | 9.5% | |
| Fidelity Blue Chip Growth Fund Mutual fund | — | — | — | $5.5M | 8.3% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $4.1M | 6.3% | |
| Fidelity Contra Fund Mutual fund | — | — | — | $3.4M | 5.1% | |
| Fidelity Diversified International Fund Mutual fund | — | — | — | $2.7M | 4.1% | |
| JPMorgan Equity Income Fund Class R6 Mutual fund | — | — | — | $2.7M | 4.1% | |
| Fidelity Freedom 2040 Fund Mutual fund | — | — | — | $2.1M | 3.2% | |
| Fidelity Puritan Fund Mutual fund | — | — | — | $1.7M | 2.6% | |
| Fidelity Investment Grade Bond Fund Mutual fund | — | — | — | $1.7M | 2.5% | |
| Fidelity Freedom 2050 Fund Mutual fund | — | — | — | $1.7M | 2.5% | |
| Fidelity Government Money Market Fund Money market fund | — | — | — | $1.7M | 2.5% | |
| Fidelity Freedom 2030 Fund Mutual fund | — | — | — | $1.5M | 2.2% | |
| Fidelity Freedom 2025 Fund Mutual fund | — | — | — | $1.4M | 2.2% | |
| Fidelity Managed Income Portfolio Class 2 Common collective trust fund | — | — | — | $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 | — | — | — | $1.4M | 2.1% | |
| Fidelity Freedom 2020 Fund Mutual fund | — | — | — | $1.4M | 2.1% | |
| Fidelity Small Cap Growth Fund Mutual fund | — | — | — | $1.3M | 2.0% | |
| Fidelity Small Cap Value Fund Mutual fund | — | — | — | $1.1M | 1.7% | |
| Fidelity International Fund Mutual fund | — | — | — | $855K | 1.3% | |
| Fidelity Freedom 2055 Fund Mutual fund | — | — | — | $799K | 1.2% | |
| Metropolitan West Total Return Bond Fund Class M Mutual fund | — | — | — | $781K | 1.2% | |
| Fidelity Freedom 2045 Fund Mutual fund | — | — | — | $768K | 1.2% | |
| Fidelity Freedom 2035 Fund Mutual fund | — | — | — | $710K | 1.1% | |
| Fidelity Freedom 2060 Fund Mutual fund | — | — | — | $449K | 0.7% | |
| Invesco Emerging Markets All Cap Fund Mutual fund | — | — | — | $419K | 0.6% | |
| Fidelity Freedom Income Fund Mutual fund | — | — | — | $342K | 0.5% | |
| Janus Henderson Enterprise Fund Class T Mutual fund | — | — | — | $238K | 0.4% | |
| PIMCO Real Return Fund Institutional Class Mutual fund | — | — | — | $153K | 0.2% | |
| Fidelity Freedom 2015 Fund Mutual fund | — | — | — | $151K | 0.2% | |
| Fidelity Freedom 2065 Fund Mutual fund | — | — | — | $150K | 0.2% | |
| Cohen & Steers Realty Shares Fund Class L Mutual fund | — | — | — | $150K | 0.2% | |
| Fidelity Short Term Treasury Bond Index Fund Mutual fund | — | — | — | $139K | 0.2% | |
| Fidelity Freedom 2010 Fund Mutual fund | — | — | — | $44K | <0.1% |