How big is First Baldwin Insurance, LLC's plan?

First Baldwin Insurance, LLC's plan reported $154K in assets and 9 participants for 2024.

Original filing (PDF)20250505100413NAL0007791969001

First Baldwin Insurance, LLC

Name: First Baldwin Insurance, LLC — First Baldwin, Form 5500 (2024)
Creator: First Baldwin Insurance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Baldwin Insurance 401(k) Plan

401(k) retirement plan · First Baldwin Insurance, LLC's First Baldwin Insurance 401(k) Plan held $154K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

Plan identifiers

First Baldwin Insurance, LLC's EIN is 26-4074028.

EIN 26-4074028

Plan number 001

Plan year 2024

ACK ID 20250505100413NAL0007791969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Baldwin Insurance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First Baldwin Insurance, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Knocking points off