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Original filing (PDF)20251010161349NAL0008003953001
BAKER ENGINEERING AND RISK CONSULTANTS, INC
Form 5500
FILING_RECEIVED
BAKER ENGINEERING AND RISK CONSULTANTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
141
Accounts w/ balance
210
Plan assets (EOY)
$27.9M
Net assets (EOY)
$23.9M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
50
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Baker Engineering and Risk * Consultants, Inc. 76,709 shares of common stock with $1 par value" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2P · Leveraged ESOP
2Q · S-corporation ESOP
2I · Stock bonus
Audit & trust (Schedule H)
Auditor
ADKF PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADKF | 74-2606559 | — | NONE | $24K | — |
| VALUE MANAGEMENT INC | — | NEW YORK, NY | NONE | $20K | — |
| TRANSITION FINANCE STRATEGIES | 13-4238973 | CHARLOTTESVILLE, VA | NONE | $17K | — |
| WEAVER | — | HOUSTON, TX | NONE | $5K | — |
Investments
1 direct security· $27.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Baker Engineering and Risk * Consultants, Inc. 76,709 shares of common stock with $1 par value | — | — | $22.1M | $27.4M | 98.2% |