What public Form 5500 filings show about the First Baird Bancshares, Inc. 401(k) plan — and how to find and check your own account.
First Baird Bancshares, Inc. (EIN 75-1777399) reports FIRST BAIRD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $13.0M in plan assets across 163 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 First Baird Bancshares, Inc. filing — schedules, fees, and providers.
First Baird Bancshares, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask First Baird Bancshares, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING, TPP RETIREMENT PLAN SPECIALISTS LL.
