B. J. Baldwin Electric, Inc. 401(k) Profit Sharing Plan
Sponsored by B. J. Baldwin Electric, Inc. · EIN 232066282 · Plan #001
- Total assets
- $28.1M
- Net assets
- $28.1M
- Active participants
- 394
- With balances
- 276
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $32,563 |
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $31,314 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,293 |