Baker Tilly Advisory Group Parent, Lp Savings Plan
Sponsored by Baker Tilly Advisory Group Parent, Lp · EIN 991405547 · Plan #002
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 6,535
- With balances
- 9,038
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $192,177 |
| Nfp Retirement Inc | Investment advisory (plan) | $59,342 |