AUMdb

5.11, Inc. 401(k) Profit Sharing Plan

Sponsored by 5.11, Inc. · EIN 611443499 · Plan #001

Total assets
$48.5M
Net assets
$48.5M
Active participants
1,003
With balances
738

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
The Baldwin Group Wealth Advisors, Llc CRD 312284 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Baldwin Group Wealth Advisors Investment advisory (plan) $90,065
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $51,272
Holthouse Carlin & Van Trigt Llp Other services $12,350