AUMdb

Baird Profit Sharing & Savings Plan

Sponsored by Robert W. Baird & Co., Inc. · EIN 396037917 · Plan #005

Total assets
$2.2B
Net assets
$2.2B
Active participants
5,264
With balances
6,323

Plan year beginning 01/01/2024 · 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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $419,090