How big is Baker Commodities, Inc.'s plan?

Baker Commodities, Inc.'s plan reported $23.9M in assets and 602 participants for 2023.

Original filing (PDF)20241015213816NAL0015437859001

Baker Commodities, Inc.

Name: Baker Commodities, Inc. — Baker Commodities, Form 5500 (2023)
Creator: Baker Commodities, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Baker Commodities Supplemental Retirement Savings Plan and Trust

401(k) retirement plan · Baker Commodities, Inc.'s Baker Commodities Supplemental Retirement Savings Plan and Trust held $23.9M in plan assets for 602 participants in 2023, with Empower as recordkeeper.

Signals · 2

95% in single holdingCorrective distributions issued

Active participants

602

Accounts w/ balance

624

Plan assets (EOY)

$23.9M

Net assets (EOY)

$23.9M

Plan identifiers

Baker Commodities, Inc.'s EIN is 95-2137748.

EIN 95-2137748

Plan number 003

Plan year 2023

ACK ID 20241015213816NAL0015437859001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Baker Commodities, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Baker Commodities, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAKER COMMODITIES, INC..

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How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (16th percentile).

Plan sponsor

Name

BAKER COMMODITIES, INC.

EIN

all filings

Address

4020 BANDINI BOULEVARD · VERNON, CA · 90058

Phone

(323) 268-2801

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$71K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICES L

Investments

3 direct securities· $23.5M(99% of reported assets)

Cash / Money Market

$22.4M

1 holding

Other securities

$1.1M

2 holdings

					% of plan
Cash Short term investment fund	Cash / Money Market	—	—	$22.4M	93.8%
Notes receivable from participants dates between 2024 and 2028	Other securities	—	—	$578K	2.4%
Fixed Annity Contracts * KEY GUARANTEED PORTFOLIO FUND	Other securities	—	$534K	$553K	2.3%