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Original filing (PDF)20250919093540NAL0002884803001
BAKER TILLY ADVISORY GROUP PARENT, LP
Form 5500
FILING_RECEIVED
BAKER TILLY ADVISORY GROUP PARENT, LP
401(k) retirement plan
Signals · 1
Late filing · 5.1 mo
Active participants
6,867
Accounts w/ balance
9,682
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
17 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
80
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 5.1 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAKER TILLY ADVISORY GROUP PARENT, LP.
Plan sponsor
Name
BAKER TILLY ADVISORY GROUP PARENT, LP
EIN
39-0859910
Address
TEN TERRACE COURT · MADISON, WI · 53718
Phone
(608) 240-2426
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-06-01
Tax period
2024-05-31
Filed
2025-09-19
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HENDERSON HUTCHERSON & MCCULLOUGH,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $266K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $119K | — |
Investments
17 pooled funds· $564.0M(48% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FID FRDM INX 2055 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 112 | Common Collective Trust | $57.1M | 4.8% |
| FID FRDM INX 2030 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 080 | Common Collective Trust | $54.3M | 4.6% |
| FID FRDM INX 2035 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 081 | Common Collective Trust | $54.1M | 4.6% |
| FID FRDM INX 2050 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 084 | Common Collective Trust | $54.0M | 4.6% |
| STABLE VALUE FUND I1 WILMINGTON TRUST NA · EIN 85-4031707 / PN 653 | Common Collective Trust | $54.0M | 4.6% |
| FID FRDM INX 2045 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 083 | Common Collective Trust | $51.6M | 4.4% |
| FID FRDM INX 2040 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 082 | Common Collective Trust | $51.1M | 4.3% |
| GG EUROPAC GROGGH I1 WILMINGTON TRUST NA · EIN 38-7289843 / PN 001 | Common Collective Trust | $49.0M | 4.1% |
| FID FRDM INX 2060 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 146 | Common Collective Trust | $45.1M | 3.8% |
| FID FRDM INX 2025 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 079 | Common Collective Trust | $39.2M | 3.3% |
| GG EMERGING MKTS I1 WILMINGTON TRUST NA · EIN 86-1819869 / PN 672 | Common Collective Trust | $18.4M | 1.6% |
| FID FRDM INX 2065 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 169 | Common Collective Trust | $13.5M | 1.1% |
| FID FRDM INX 2020 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 078 | Common Collective Trust | $7.7M | 0.6% |
| FID FRDM INX 2015 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 077 | Common Collective Trust | $6.5M | 0.5% |
| FID FRDM INX 2010 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 076 | Common Collective Trust | $4.3M | 0.4% |
| FID FRDM INX INC T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 074 | Common Collective Trust | $3.9M | 0.3% |
| FID FRDM INX 2005 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 075 | Common Collective Trust | $345K | <0.1% |