The Baird & Warner 401(k) Retirement Savings Plan
Sponsored by Baird & Warner, Inc. · EIN 363916731 · Plan #002
- Total assets
- $45.1M
- Net assets
- $45.1M
- Active participants
- 385
- With balances
- 486
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
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 | $37,772 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $29,848 |
| Fgmk | Accounting | $10,000 |