Robert W. Baird & Co., Inc. 401(k) Plan

The Robert W. Baird & Co., Inc. 401(k) on its latest Form 5500

Robert W. Baird & Co., Inc. (EIN 39-6037917) reports BAIRD PROFIT SHARING & SAVINGS PLAN on its most recent Form 5500, with $2.2B in plan assets across 5,264 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 Robert W. Baird & Co., Inc. filing — schedules, fees, and providers.

Who runs the Robert W. Baird & Co., Inc. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Robert W. Baird & Co., Inc. 401(k).

How to check your Robert W. Baird & Co., Inc. 401(k)

• Log in to Principal’s participant portal (the site on your statements).
• Ask Robert W. Baird & Co., Inc. 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).