Anne Wassum signed Baker Construction Enterprises Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baker Construction Enterprises Inc.'s EIN is 81-4294887.
Download the official 2024 Form 5500 (PDF) for Baker Construction Enterprises Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baker Construction Enterprises Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | -$54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $35K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GLOBAL RETIREMENT PARTNERS LLC |
| 47-1411118 |
| — |
| ADVISOR |
| $29K |
| — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | ADVISOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | ACCOUNTANT/AUDITOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 109,099 shares | Common Collective Trusts | — | $109K | $22.3M | 12.3% | |
| Common Collective Trust Funds *Fidelity Fidelity Managed Income Portfolio Class 1 13,970,577 shares | Common Collective Trusts | — | $14.0M | $14.0M | 7.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $14.0M | 7.7% | |
| Fidelity Blue Chip Growth Fund 56,694 shares | Mutual Funds | — | $57K | $13.0M | 7.2% | |
| JPMorgan U.S. Equity Fund Class R5 502,500 shares | Other securities | — | $503K | $12.5M | 6.9% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund 312,494 shares | Other securities | — | $312K | $9.6M | 5.3% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund 426,374 shares | Other securities | — | $426K | $9.0M | 5.0% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund 456,536 shares | Other securities | — | $457K | $8.6M | 4.8% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund 319,495 shares | Other securities | — | $319K | $8.2M | 4.5% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund 403,279 shares | Other securities | — | $403K | $8.0M | 4.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund 328,330 shares | Other securities | — | $328K | $7.3M | 4.0% | |
| Vanguard Wellington Fund Admiral Shares 92,794 shares | Mutual Funds | — | $93K | $6.9M | 3.8% | |
| John Hancock Financial John Hancock Funds Disciplined Value Mid Cap Fund 248,307 shares | Other securities | — | $248K | $6.7M | 3.7% | |
| Janus Henderson Janus Henderson Overseas N 118,245 shares | Mutual Funds | — | $118K | $5.3M | 2.9% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund 294,537 shares | Other securities | — | $295K | $4.9M | 2.7% | |
| BlackRock Equity Dividend Fund Institutional Shares 252,379 shares | Mutual Funds | — | $252K | $4.8M | 2.7% | |
| Massachusetts Financial Services MFS Mid Cap Growth Fund Class R4 142,118 shares | Mutual Funds | — | $142K | $4.3M | 2.4% | |
| Participant Loans Various maturity dates through October 2051; interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $4.2M | 2.3% | |
| Principal SmallCap Growth Fund I 278,109 shares | Other securities | — | $278K | $4.1M | 2.3% | |
| Fidelity Total Bond K6 413,209 shares | Mutual Funds | — | $413K | $3.6M | 2.0% | |
| Fidelity Total International Index Fund 259,181 shares | Common Collective Trusts | — | $259K | $3.5M | 1.9% | |
| Self-Directed Brokerage Accounts Various | Self-Directed Brokerage | — | — | $3.3M | 1.8% | |
| Fidelity U.S. Bond Index Fund 258,604 shares | Common Collective Trusts | — | $259K | $2.6M | 1.5% | |
| DWS Distributors, Inc. DWS RREEF Real Estate Securities Fund 103,744 shares | Common Stocks | — | $104K | $2.2M | 1.2% | |
| American Century American Century Small Cap Value Fund 211,172 shares | Other securities | — | $211K | $2.2M | 1.2% | |
| PIMCO Institutional PIMCO Real Return Fund 157,923 shares | Mutual Funds | — | $158K | $1.6M | 0.9% | |
| Fidelity Mid Cap Index Fund 46,243 shares | Common Collective Trusts | — | $46K | $1.6M | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund 110,751 shares | Other securities | — | $111K | $1.4M | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund 79,339 shares | Other securities | — | $79K | $1.3M | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund 66,062 shares | Other securities | — | $66K | $1.2M | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund 88,936 shares | Other securities | — | $89K | $1.1M | 0.6% | |
| Fidelity Small Cap Index Fund 20,925 shares | Common Collective Trusts | — | $21K | $579K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund 38,607 shares | Other securities | — | $39K | $462K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund 15,911 shares | Other securities | — | $16K | $241K | 0.1% | |
| Money Market Fund *Fidelity Fidelity Government Money Market Fund Class K6 26,600 shares | Mutual Funds | — | $27K | $27K | <0.1% |
