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 a cash-balance formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| FIAM 30-70 COMMINGLED POOL FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 137 | Common Collective Trust | $27.2M | 77.3% |