Original filing (PDF)20260723110850NAL0011125379001

Baldwin and Associates

Name: Baldwin and Associates — Baldwin and Associates, Form 5500 (2025)
Creator: Baldwin and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baldwin and Associates 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Baldwin and Associates' Baldwin and Associates 401(k) Profit Sharing Plan & Trust held $225K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALDWIN AND ASSOCIATES.

Plan sponsor

Name

BALDWIN AND ASSOCIATES

EIN

20-0578690all filings

Address

210 WINGO WAY STE 202 · MOUNT PLEASANT, SC · 294641819

Phone

(843) 722-0785

Industry