Baker & Taylor Retirement Savings Plan
Sponsored by Baker & Taylor, Llc · EIN 473179974 · Plan #002
- Total assets
- $73.1M
- Net assets
- $73.1M
- Active participants
- 1,092
- With balances
- 636
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rpa Financial Llc | Consulting (general), Direct payment from the plan | $36,912 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $36,449 |
| Charles Schwab & Co., Inc. | Securities brokerage, Other commissions, Float revenue | $0 |