Original filing (PDF)20250723121532NAL0001867331001

H.J. BAKER AND BRO., LLC

Name: H.J. BAKER AND BRO., LLC — H.J. BAKER AND BRO., LLC 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: H.J. BAKER AND BRO., LLC

Form 5500

FILING_RECEIVED

H.J. BAKER AND BRO., LLC 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

129

Plan assets (EOY)

$22.5M

Net assets (EOY)

$22.5M

How this plan invests

This plan

14 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Helping the score

Below-peer total plan cost (92nd percentile).
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for H.J. BAKER AND BRO., LLC.

Plan sponsor

Name

H.J. BAKER AND BRO., LLC

EIN

81-4867907all filings

Address

1450 LAKE ROBBINS DRIVE · SUITE 550 · THE WOODLANDS, TX · 77380

Phone

(346) 588-3142

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
T ROWE PRICE RPS INC	—	BALTIMORE, MD	NONE	$3K	—

Investments

14 pooled funds· $16.4M(73% 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.

			% of plan
GG TRP RETIREMENT DATE 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001	Common Collective Trust	$2.9M	12.8%
TRP SATBLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	$2.4M	10.8%
GG TRP RETIREMENT DATE 2020 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001	Common Collective Trust	$2.4M	10.5%
GG TRP RETIREMENT DATE 2030 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001	Common Collective Trust	$2.0M	9.0%
GG TRP RETIREMENT DATE 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001	Common Collective Trust	$2.0M	8.9%
GG TRP RETIREMENT DATE 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001	Common Collective Trust	$1.4M	6.4%
GG TRP RETIREMENT DATE 2040 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001	Common Collective Trust	$902K	4.0%
LARGE CAP VALUE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426	Common Collective Trust	$889K	3.9%
GG TRP RETIREMENT DATE 2050 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001	Common Collective Trust	$831K	3.7%
GG TRP RETIREMENT DATE 2015 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001	Common Collective Trust	$200K	0.9%
GG TRP RETIREMENT DATE 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001	Common Collective Trust	$170K	0.8%
GG TRP RETIREMENT DATE 2005 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289829 / PN 001	Common Collective Trust	$135K	0.6%
GG TRP RETIREMENT DATE 2010 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289830 / PN 001	Common Collective Trust	$110K	0.5%
GG TRP RETIREMENT DATE 2060 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001	Common Collective Trust	$30K	0.1%