Jason Rabalais signed H.J. Baker and BRO., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
H.J. Baker and BRO., LLC's EIN is 81-4867907.
Download the official 2024 Form 5500 (PDF) for H.J. Baker and BRO., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)H.J. Baker and BRO., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $3K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GG TRP RETIREMENT DATE 2035 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | $230K | $2.9M | 12.8% | |
| T. Rowe Price Stable Value Fund - N | Stable Value | — | $2.4M | $2.4M | 10.8% | |
| 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 | — | $200K | $2.4M | 10.5% | |
| GG TRP RETIREMENT DATE 2030 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | $165K | $2.0M | 9.0% | |
| GG TRP RETIREMENT DATE 2025 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | $168K | $2.0M | 8.9% | |
| S SHARES Fidelity Blue Chip Growth | Mutual Funds | — | $8K | $1.9M | 8.3% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | $3K | $1.8M | 8.2% | |
| GG TRP RETIREMENT DATE 2045 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | $111K | $1.4M | 6.4% | |
| GG TRP RETIREMENT DATE 2040 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | $71K | $902K | 4.0% | |
| LARGE CAP VALUE R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | $41K | $889K | 3.9% | |
| GG TRP RETIREMENT DATE 2050 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | $64K | $831K | 3.7% | |
| Vanguard Total Bond Index Admiral | Mutual Funds | — | $61K | $575K | 2.6% | |
| Vanguard Mid Cap Index Admiral 779 | Mutual Funds | — | — | $255K | 1.1% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | $2K | $221K | 1.0% | |
| GG TRP RETIREMENT DATE 2015 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001 | Common Collective Trust | — | $17K | $200K | 0.9% | |
| GG TRP RETIREMENT DATE 2055 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | $13K | $170K | 0.8% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | $10K | $147K | 0.7% | |
| Goldman Sachs GQG Partners Intl Opps R6 | Other securities | — | $7K | $143K | 0.6% | |
| GG TRP RETIREMENT DATE 2005 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289829 / PN 001 | Common Collective Trust | — | $12K | $135K | 0.6% | |
| Blackrock Strategic Income Opps Instl | Other securities | — | $13K | $123K | 0.5% | |
| Fidelity Emerging Markets K | Mutual Funds | — | $3K | $118K | 0.5% | |
| GG TRP RETIREMENT DATE 2010 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289830 / PN 001 | Common Collective Trust | — | $10K | $110K | 0.5% | |
| GG TRP RETIREMENT DATE 2060 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | $2K | $30K | 0.1% | |
| T. Rowe Price Government Money | Other securities | — | $16K | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
