Plan Ledger DOL Form 5500 · updated monthly

Baker Barrios Architects, Inc.401(k)

BAKER BARRIOS ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND T · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
1.00%

Baker Barrios Architects, Inc. reported $87,330 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.56% to 1.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (1,853rd of 3,644), and 8,194th of 11,654 in professional & technical services. active participation has grown from 117 to 129 since 2022.

Plan summary
Net assets, end of year$9,378,448
Participants with balances164
Active participants129
Employer contributions—
Employee contributions$857,485
Employer contribution per active participant—
Average account balance$57,186
Benefits paid to participants$837,254
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 164 accts
2023$8.1M · 152 accts · $76K emplr
2022$6.8M · 150 accts · $65K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,742
Investment management$38,588
Total administrative$87,330
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$48,742
KESTRA ADVISORY SERVICES · Recordkeeping · Pension consulting$27,088
H&CO LLP · Recordkeeping · Pension consulting$11,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, H&CO LLP, KESTRA ADVISORY SERVICES
2023ADP, KESTRA ADVISORY SERVICES

This plan has changed recordkeepers within these filings. If you left Baker Barrios Architects, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$87,330 · 1.00%
2023$41,408 · 0.56%
2022$39,290 · 0.56%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 593444163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.