Kimberly Duffy-Wylam signed Baker Tilly Advisory Group Parent, LP's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baker Tilly Advisory Group Parent, LP's EIN is 39-0859910.
Download the official 2023 Form 5500 (PDF) for Baker Tilly Advisory Group Parent, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Baker Tilly Advisory Group Parent, LP's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $266K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $119K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $594.1M | 50.2% | |
| [Assets held in common collective trust] | Other | — | — | $564.0M | 47.7% | |
| 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% | |
| [Assets held in participant loans] | Other | — | — | $9.5M | 0.8% | |
| [Assets held in common stock] | Other | — | — | $9.1M | 0.8% | |
| 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% | |
| [Assets held in interest-bearing cash] | Other | — | — | $5.9M | 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% |
