Original filing (PDF)20251015193141NAL0010960306001

BAKER ELECTRIC & RENEWABLES LLC

Name: BAKER ELECTRIC & RENEWABLES LLC — BAKER PROCAL EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: BAKER ELECTRIC & RENEWABLES LLC

Form 5500

FILING_RECEIVED

BAKER PROCAL EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

296

Accounts w/ balance

322

Plan assets (EOY)

$47.9M

Net assets (EOY)

-$16.7M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAKER ELECTRIC & RENEWABLES LLC.

Plan sponsor

Name

BAKER ELECTRIC & RENEWABLES LLC

EIN

95-1853701

Address

1298 PACIFIC OAKS PLACE · ESCONDIDO, CA · 92029

Phone

(760) 745-2001

Industry

Electrical Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $47.9M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Procal Electric, Inc.	—	—	$82.2M	$47.9M	100.0%
	Pacific Premier Bank	—	—	$1K	$1K	<0.1%

Related plans

Similar-size Electrical Contractors plans

MOTOR CITY ELECTRIC CO.

MOTOR CITY ELECTRIC CO. RETIREMENT PLAN

$48.1M · 221 participants

BOARD OF TRUSTEES OF EIT SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN

ELECTRICAL INSURANCE TRUSTEES SUPPLEMENTAL UNEMPLOYMENT BENEFIT PLAN

$48.1M · 6,679 participants

BOARD OF TRUSTEES IBEW LOCAL 704 RETIREMENT INCOME PLAN

I.B.E.W. LOCAL NO. 704 401(K) PLAN

$48.2M · 180 participants

TAFT ELECTRIC COMPANY, INC.

TAFT ELECTRIC COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

$48.3M · 129 participants