JAMES BAKER GROUP, INC. 401(K) PLAN

Plan Contact

  • Address: 1601 NW EXPRESSWAY,,OKLAHOMA CITY,OK
  • Contact person: SKOSHI HERON
  • Phone: (405) 412-7222

Plan General Information

JAMES BAKER GROUP, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of JAMES BAKER GROUP, INC. 401(K) PLAN is $65,724,702.00.This plan was established in 1991.

JAMES BAKER GROUP, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in JAMES BAKER GROUP, INC. 401(K) PLAN is 136

JAMES BAKER GROUP, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for JAMES BAKER GROUP, INC. 401(K) PLAN is $483,269.00

JAMES BAKER GROUP, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for JAMES BAKER GROUP, INC. 401(K) PLAN is $8,499.00.

JAMES BAKER GROUP, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in JAMES BAKER GROUP, INC. 401(K) PLAN is approximately $8,662.00
Investing in this additonal $8,662.00 for 20 years would give you extra $554,420.00, assuming a 10% annual return.

JAMES BAKER GROUP, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, JAMES BAKER GROUP, INC. 401(K) PLAN allocates $1,178,143.00 to match its employees' contributions, providing an employer match rate of 105.41% of their contributions

JAMES BAKER GROUP, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of JAMES BAKER GROUP, INC. 401(K) PLAN is 18.22%.

JAMES BAKER GROUP, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for JAMES BAKER GROUP, INC. 401(K) PLAN is 17.70%. This measures the effectiveness of the plan participants' investments in the year.

JAMES BAKER GROUP, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of JAMES BAKER GROUP, INC. 401(K) PLAN is 0.33%.

Enrollment Features

JAMES BAKER GROUP, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

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