Jason Rabalais signed H. J. Baker & BRO., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H. J. Baker & BRO., LLC's EIN is 81-4867907.
Download the official 2024 Form 5500 (PDF) for H. J. Baker & BRO., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H. J. Baker & BRO., LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES T. Rowe Price Instl Long Dur Crdt | Mutual Funds | — | $18.4M | $17.6M | 60.6% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | $5.5M | $5.4M | 18.7% | |
| Vanguard Dividend Growth Inv | Mutual Funds | — | $3.3M | $3.1M | 10.6% | |
| Columbia Short Term Bond Inst2 | Other securities | — | $1.7M | $1.7M | 5.7% | |
| MONEY MARKET FUND First American Government Obligation | Cash / Money Market | — | $1.2M | $1.2M | 4.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
