Original filing (PDF)20251015170126NAL0006850368001

BAKER COMMODITIES, INC.

Name: BAKER COMMODITIES, INC. — THE BAKER COMMODITIES EMPLOYEES' PENSION PLAN, Form 5500 (2024)
Creator: BAKER COMMODITIES, INC.

Form 5500

FILING_RECEIVED

THE BAKER COMMODITIES EMPLOYEES' PENSION PLAN

Defined-benefit pension plan

Signals · 2

38% in single holdingNo recordkeeper disclosed

Active participants

163

Accounts w/ balance

Plan assets (EOY)

$83.1M

Net assets (EOY)

$82.9M

How this plan invests

This plan

4 pooled trusts

Schedule D

10 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

100

Knocking points off

Top holding "SEI WORLD EQUITY EX-US FUND" is 38% of plan.
66 bps in Schedule C fees — 316% above peer band of 16 bps.
No recordkeeper disclosed on Schedule C.
Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAKER COMMODITIES, INC..

Plan sponsor

Name

BAKER COMMODITIES, INC.

EIN

95-2137748

Address

4020 BANDINI BLVD. · VERNON, CA · 90058

Phone

(323) 268-2801

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1I · Frozen plan — no new benefit accrual

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

WONG JOHNSON & ASSOCIATES APC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL	41-1592157	—	CUSTODIAN	$107K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SEI INVESTMENTS CO	23-1707341	—	INVESTMENT MANAGEMENT	$347K	—
PRUDENTIAL INSURANCE CO	22-1211670	—	INVESTMENT MANAGEMENT	$41K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
WONG JOHNSON & ASSOCIATES APC	46-0507972	—	ACCOUNTANT	$15K	—

Actuary

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ	31-1582098	—	ACTUARY	$44K	—

Investments

10 direct securities · 4 pooled funds· $98.8M(100% 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.

Uncategorized

$81.9M

10 holdings

Common Collective Trust

$10.0M

3 holdings

Pooled Separate Account

$6.8M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
SEI WORLD EQUITY EX-US FUND	—	—	—	$31.5M	37.9%
SIIT U.S. EQUITY FACTOR ALLOCA	—	—	—	$14.0M	16.8%
SEI TRUST COMPANY SEI ENERGY DEBT FUND CIT	—	—	—	$8.3M	10.0%
Prudential Insurance Company LONG DURATION BOND FUND	—	—	—	$6.8M	8.2%
PRISA PRUDENTIAL INSURANCE COMPANY · EIN 22-1211670 / PN 038	Pooled Separate Account	—	—	$6.8M	8.2%
SHORT TERM INVESTMENT FUND A S1 SEI STRUCTURED CREDIT COLLECTIVE FU	—	—	—	$6.7M	8.1%
SEI STRUCTURED CREDIT COLLECTIVE FU SEI TRUST COMPANY · EIN 75-3251893 / PN 024	Common Collective Trust	—	—	$6.1M	7.3%
SEI TRUST COMPANY SEI CORE PROPERTY COLLECTIVE INV TR	—	—	—	$6.0M	7.3%
SEI Instl invstment trust S&P 500	—	—	—	$4.3M	5.1%
SEI CORE PROPERTY COLLECTIVE INV TR SEI TRUST COMPANY · EIN 27-3224429 / PN 045	Common Collective Trust	—	—	$3.5M	4.3%
SEI TRUST COMPANY PRISA	—	—	—	$3.5M	4.2%
SEI ANNUITY CONTRACT NUMBER 4-75585	—	—	—	$403K	0.5%
SEI HIGH YIELD BOND FUND	—	—	—	$367K	0.4%
SEI ENERGY DEBT FUND CIT SEI TRUST COMPANY · EIN 47-4093583 / PN 082	Common Collective Trust	—	—	$364K	0.4%