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Original filing (PDF)20251015170126NAL0006850368001
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
0
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)
83
/ 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
81
Total plan cost
65
Vendor stack
55
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 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL | 41-1592157 | — | CUSTODIAN | $107K | — |
Advisor / Consultant
2| 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
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WONG JOHNSON & ASSOCIATES APC | 46-0507972 | — | ACCOUNTANT | $15K | — |
Actuary
1| 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
| PI | 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% |