Baird, Hampton & Brown Savings & Retirement Plan
Sponsored by Baird, Hampton & Brown, Inc. · EIN 752426876 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 128
- With balances
- 165
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $56,340 |
| Raymond James & Associates, Inc. | Investment advisory (plan) | $20,400 |
| Brown Rogers And Co, Llc | Accounting | $12,750 |
| Retirementplans.Com, Llc | Contract administrator | $2,923 |
| Baker Tilly Virchow Krause, Llp | Accounting | $1,575 |
| The Travelvers Indemnity Company | Other fees | $283 |