Baldwin & Sons, Llc 401(k) Plan
Sponsored by Baldwin & Sons, Llc · EIN 262161618 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 112
- With balances
- 131
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 |
|---|---|---|
| Fiduciary Benefits Group CRD 326204 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiduciary Benefits Group Inc | Investment advisory (plan) | $40,073 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $2,474 |