Baker Tilly Advisory Group Parent, LP 401(k) Plan

The Baker Tilly Advisory Group Parent, LP 401(k) on its latest Form 5500

Baker Tilly Advisory Group Parent, LP (EIN 99-1405547) reports BAKER TILLY ADVISORY GROUP PARENT, LP SAVINGS PLAN on its most recent Form 5500, with $1.3B in plan assets across 6,535 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Baker Tilly Advisory Group Parent, LP filing — schedules, fees, and providers.

Who runs the Baker Tilly Advisory Group Parent, LP 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Baker Tilly Advisory Group Parent, LP 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NFP RETIREMENT.

How to check your Baker Tilly Advisory Group Parent, LP 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Baker Tilly Advisory Group Parent, LP HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).