James Baker Group, Inc. 401(k) Plan: Login, Facts & Contact Information

James Baker Group, Inc. 401(k) Plan Facts

Plan name
JAMES BAKER GROUP, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
JAMES BAKER GROUP INC
Participants
153 (115 active employees)
Former employees with a balance
25
Plan assets
$74,212,967 at Dec 31, 2024
Average account balance
$491,477 across 151 accounts
Employer contributions
$1,789,421 in plan year 2024 (58% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1991
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.09 million went into the plan in contributions, $1.79 million of it from the employer (58%).
  • $2.18 million was paid out to participants.
  • Investment and other income added $7.74 million.
  • Administrative expenses were $164,307, about $1,088 per account.

How the James Baker Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019126$45.6 million$1.15 million$2.00 million
2020120$54.0 million$1.63 million$701,884
2021127$62.1 million$2.13 million$3.54 million
2022134$55.6 million$2.23 million$1.72 million
2023136$65.7 million$3.13 million$1.81 million
2024153$74.2 million$1.79 million$2.18 million

James Baker Group, Inc. 401(k) Contact Information

Phone
405-412-7222
Mailing address
1601 NW EXPRESSWAY FLOOR 21, OKLAHOMA CITY OK 73118
Plan sponsor
JAMES BAKER GROUP INC
Employer identification number (EIN)
73-1402976
Plan number
003

Questions about the James Baker Group, Inc. 401(k)

Does James Baker Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.79 million, 58% of all contributions.

Does the James Baker Group, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the James Baker Group, Inc 401(k) plan?

153 participants at the start of plan year 2024, 115 of them active employees, and 25 former employees who still had money in the plan.

What is the average 401(k) balance at James Baker Group, Inc?

About $491,477 per account: $74.2 million in plan assets across 151 accounts with a balance at the end of plan year 2024.

Who manages the James Baker Group, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at James Baker Group, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 950 MAIN AVENUE SUITE 1800, CLEVELAND, OH, 44113
Headquarter: 545 WASHINGTON BLVD, JERSEY CITY, NJ, 073101607
Headquarter: 8300 EAGER ROAD SUITE 300C, ST. LOUIS, MO, 63144
Headquarter: SUITE 700 100 FIRST STAMFORD PLACE, STAMFORD, CT, 069029200