YIN LI signed Baker Electric & Renewables LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baker Electric & Renewables LLC's EIN is 95-1853701.
Download the official 2024 Form 5500 (PDF) for Baker Electric & Renewables LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baker Electric & Renewables LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $125K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT FINANCIAL GROUP LLC | 71-0927304 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LT 2030 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 003 | Common Collective Trust | — | — | $3.5M | 17.1% | |
| PRINCIPAL LT 2025 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 009 | Common Collective Trust | — | — | $3.1M | 15.2% | |
| PRINCIPAL LT 2035 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 010 | Common Collective Trust | — | — | $2.8M | 14.0% | |
| PRINCIPAL LT 2040 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 004 | Common Collective Trust | — | — | $2.6M | 12.7% | |
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $1.2M | 6.1% | |
| PRINCIPAL LT 2045 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 011 | Common Collective Trust | — | — | $1.2M | 5.7% | |
| PRINCIPAL LT 2050 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 005 | Common Collective Trust | — | — | $1.0M | 5.2% | |
| PRINCIPAL LT 2055 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 012 | Common Collective Trust | — | — | $734K | 3.6% | |
| JP Morgan Large Cap Gr R6 Fd Registered Investment Company | Common Stocks | — | — | $664K | 3.3% | |
| Vic Triv Intl Small Cap R6 Fd Registered Investment Company | Common Stocks | — | — | $467K | 2.3% | |
| Am Fds EuroPacific Grth R6 Fd Registered Investment Company | Common Stocks | — | — | $462K | 2.3% | |
| PRINCIPAL LT 2020 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 002 | Common Collective Trust | — | — | $319K | 1.6% | |
| BlackRock Md-Cp Gr Eq K Fd Registered Investment Company | Common Stocks | — | — | $304K | 1.5% | |
| Self-Directed Brokerage Acct Registered Investment Company | Self-Directed Brokerage | — | — | $244K | 1.2% | |
| Amer Century Sml Cap Val R6 Fd Registered Investment Company | Common Stocks | — | — | $177K | 0.9% | |
| maturing through March 2038 0 | Other securities | — | — | $161K | 0.8% | |
| Principal Guranteed Option Investment Contract | Other securities | — | — | $151K | 0.7% | |
| JP Morgan US Res En Eq R6 Fd Registered Investment Company | Common Stocks | — | — | $141K | 0.7% | |
| Columbia Div Income I3 Fund Registered Investment Company | Common Stocks | — | — | $132K | 0.7% | |
| Fidelity Mid Cp Index Fund Registered Investment Company | Common Collective Trusts | — | — | $102K | 0.5% | |
| PRINCIPAL LT 2060 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 007 | Common Collective Trust | — | — | $94K | 0.5% | |
| AB Small Cap Grwth Port Z Fd Registered Investment Company | Common Stocks | — | — | $90K | 0.4% | |
| Fidelity Sm Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $77K | 0.4% | |
| PRINCIPAL LT 2015 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 008 | Common Collective Trust | — | — | $37K | 0.2% | |
| PRINCIPAL LT 2065 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 013 | Common Collective Trust | — | — | $13K | <0.1% | |
| Core Fixed Income Separate Account-Z Pooled Separate Account | Pooled Separate Accounts | — | — | $12K | <0.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $12K | <0.1% | |
| Nuveen Real Estate Sec Sel R6 Registered Investment Company | Mutual Funds | — | — | $9K | <0.1% | |
| PIMCO Income Institutional Fd Registered Investment Company | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity US Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $3K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PRINCIPAL LT 2070 CIT TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 014 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRINCIPAL LT STR INC CIT TR I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 27-5280363 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% |
