Department of Labor filing

Baxter Hill

BAXTER HILL LLC 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2025

Legal plan sponsor: BAXTER HILL LLC

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Latest public filing 2025 · received May 26, 2026Current benefit source dated Mar 20, 2026

At a glance

The details employees usually care about

Bottom line: The employer contribution is documented. Vesting is not confirmed yet. The latest filing also shows more employer money than most similar plans.

68Plan health
from public filings

3/7Key terms
we could verify

See what drives the plan health score

Employer contributions versus peers87/10030% of the full model

Lower reported administrative cost22/10020% of the full model

Active-participant trend50/10010% of the full model

Net-asset trend50/10010% of the full model

Participant-loan burden75/10010% of the full model

Reported compliance signals100/10010% of the full model

Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

Employer matchSee verified formula

Baxter's public disclosure indicates that the 401(k) match applies through 4% of eligible compensation.

Check the source ↓

Value at $100,000 of paySee formula

Based on the published formula. Eligibility and annual limits can change the amount.

Investment menuPlan choices documented

The plan provides multiple investment elections; the filing does not identify the default fund.

When you can joinA waiting period applies

The public disclosure does not state a waiting period.

Employer money vs. similar plans87th percentile

Up 0.0% over the filing history shown.

Plan health68/100

Participation up 0.0% · assets up 0.0% · loans 2.4% of assets

How this is calculated →

Still checking: vesting, employee fees, automatic enrollment, Roth availability

These details may be in documents available only to employees. We leave them blank until we find a dated source.

What to check first: the match, vesting, waiting period and fees. Use the filing history to see how the plan has changed over time.

One limitation: public filings do not show your personal investment returns. A blank means we could not verify the answer; it does not count against the plan. Source documents for the current terms are linked below.

Filing comparison · 202568out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions87th percentileTypical peer $1,102 · based on 34,089 comparable plans

Lower reported administrative expense22nd percentileTypical peer $40 · based on 30,048 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, BAXTER HILL LLC reported $110,070 in employer contributions across this plan, or $4,077 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating27

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison68/100

Compared with similarly sized plans in the same industry.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions: $110,070
Participant contributions: $165,679
Other contributions: $196,550
Employer share of contributions: 23.3%
Active participants: 27
Total participants: 32
Ending assets: $1,827,166
Net-asset change: Up 0.0%
Beginning net assets: $1,125,772
Ending net assets: $1,827,166
Beginning liabilities: $0
Ending liabilities: $0
Total income: $730,299
Total expenses: $28,905
Administrative expenses: $7,816
Participant loans: $43,079

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant

2025

$4,077

Administrative cost per participant

2025

$244

Active participants

2025

Total plan assets

2025

$1,827,166

Participant loans as a share of assets

2025

2.4%

Detailed filing history
Plan year	Employer money per active participant	Active participants	Plan assets
2025	$4,077	27	1.8M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets: 2.4%
Independent accountant’s opinion: Not stated in the filing
Late participant contributions reported: Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported: Not reported
Lease defaults reported: Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported: Not reported
Public plan identifier: 460686904-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: 1
Plan effective date: Jan 1, 2013
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T3D3H

Verified plan terms

What dated primary sources say

Only details supported by the reviewed source appear here. We do not turn missing information into an answer.

Employer contribution: Baxter's public disclosure indicates that the 401(k) match applies through 4% of eligible compensation. It does not state the match rate per dollar contributed.
Eligibility: The public disclosure does not state a waiting period.
Investment information: The plan provides multiple investment elections; the filing does not identify the default fund.

Still checking 4 details

vesting, automatic enrollment, roth contributions, participant fees. These items stay out of the main grid until we find a dated source.

Source: Baxter 2026 proxy statement ↗ · dated Mar 20, 2026

Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260526135149NAL0013435970001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗