Baird Holm Llp Profit Sharing Plan
Sponsored by Baird Holm Llp · EIN 470389074 · Plan #001 · Omaha, NE
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 168
- With balances
- 198
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 |
|---|---|---|
| Bridges Investment Management Inc CRD 108028 | deterministic · 100% | 2024 |
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bridges Investment Management Inc | Investment advisory (participants) | $88,179 |
| Usi Advisors, Inc. | Investment advisory (plan) | $40,000 |
| D.A. Davidson & Co. | Investment advisory (participants) | $23,070 |
| Arbor Point Advisors | Investment advisory (participants) | $19,756 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $19,662 |
| Mcfarlin & Brokke Pc | Accounting | $13,100 |