Original filing (PDF)20251012150630NAL0000106563001

BAKER TILLY ADVISORY GROUP PARENT, LP

Name: BAKER TILLY ADVISORY GROUP PARENT, LP — BAKER TILLY ADVISORY GROUP PARENT, LP MARKET BASED CASH BALANCE PLAN, Form 5500 (2023)
Creator: BAKER TILLY ADVISORY GROUP PARENT, LP

Form 5500

FILING_RECEIVED

BAKER TILLY ADVISORY GROUP PARENT, LP MARKET BASED CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 2

Late filing · 5.9 moNo recordkeeper disclosed

Active participants

364

Accounts w/ balance

—

Plan assets (EOY)

$35.2M

Net assets (EOY)

$35.2M

How this plan invests

This plan

1 collective trust

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)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

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

205 N. MICHIGAN STREET · SUITE 2700 · CHICAGO, IL · 60601

Phone

(608) 240-2426

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-06-01

Tax period

2024-05-31

Filed

2025-10-12

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

HENDERSON HUTCHERSON & MCCULLOUGH

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $27.2M(77% 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.