Chris R. Hedican signed Baird HOLM LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Baird HOLM LLP's EIN is 47-0389074.
Download the official 2024 Form 5500 (PDF) for Baird HOLM LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baird HOLM LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIDGES INVESTMENT MANAGEMENT INC | 47-0784180 | — | OTHER SERVICES | $88K |
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 | |||||
|---|---|---|---|---|---|---|
| Brokerage Link Registered inv. companies | Self-Directed Brokerage | — | — | $24.0M | 21.9% | |
| Brokerage Link Common stock | Self-Directed Brokerage | — | — | $18.2M | 16.6% | |
| Brokerage Link Interest-bearing cash | Self-Directed Brokerage | — | — | $9.1M | 8.3% | |
| Vanguard Target Ret. 2040 | Mutual Funds | — | — | $9.0M | 8.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $6.0M | 5.5% | |
| Vanguard Target Ret. 2035 | Mutual Funds | — | — | $5.6M | 5.2% | |
| AB Global AB Lg-Cap Growth 1 | Other securities | — | — | $4.1M | 3.8% | |
| Vanguard Target Ret. 2050 | Mutual Funds | — | — | $3.9M | 3.5% | |
| Vanguard Target Ret. 2030 | Mutual Funds | — | — | $3.8M | 3.5% | |
| Fidelity Govt Money Market | Mutual Funds | — | — | $3.5M | 3.2% | |
| Vanguard Target Ret. 2025 | Mutual Funds | — | — | $2.7M | 2.4% | |
| JP Morgan JPM Equity Income R6 | Other securities | — | — | $2.5M | 2.3% | |
| Vanguard Target Ret. 2045 | Mutual Funds | — | — | $2.1M | 1.9% | |
| Vanguard Target Ret. 2020 | Mutual Funds | — | — | $1.5M | 1.4% | |
| Fidelity Small Cap | Mutual Funds | — | — | $1.5M | 1.3% | |
| Fidelity Mid-Cap | Mutual Funds | — | — | $1.3M | 1.1% | |
| Janus J H Enterprise IS | Mutual Funds | — | — | $1.2M | 1.1% | |
| Fidelity Intl | Mutual Funds | — | — | $989K | 0.9% | |
| BlackRock BLKRK Low Dur Bd K | Other securities | — | — | $961K | 0.9% | |
| American Century AM Cent Mid-Cap CP Val R6 | Other securities | — | — | $899K | 0.8% | |
| DFA International DFA Intl Core Eq I | Mutual Funds | — | — | $799K | 0.7% | |
| Vanguard Target Ret. 2055 | Mutual Funds | — | — | $766K | 0.7% | |
| Principal PIF Real Est Sec IS | Other securities | — | — | $721K | 0.7% | |
| Metwest Total Rtn BD P | Other securities | — | — | $718K | 0.7% | |
| DFA International DFA Sm Cap Grth Inst | Mutual Funds | — | — | $491K | 0.4% | |
| Vanguard Target Ret. 2060 | Mutual Funds | — | — | $454K | 0.4% | |
| Goldman Sachs GS Intl Sm-Cap Ins I | Other securities | — | — | $417K | 0.4% | |
| Fidelity US Bond | Mutual Funds | — | — | $406K | 0.4% | |
| DFA International DFA Intl LG CP GR IS | Mutual Funds | — | — | $399K | 0.4% | |
| dates ranging from 1/24 - 10/28 | Other securities | — | — | $227K | 0.2% | |
| American Century AM Cent Small-Cap CP Val R6 | Other securities | — | — | $212K | 0.2% | |
| Northwestern Mutual NW Mutual Life Ins. Annuity | Other securities | — | — | $153K | 0.1% | |
| Fidelity Intl Sm-Cap Opp | Mutual Funds | — | — | $150K | 0.1% | |
| Vanguard Target Ret. Inc. | Mutual Funds | — | — | $146K | 0.1% | |
| Brokerage Link Corporate bond | Self-Directed Brokerage | — | — | $133K | 0.1% | |
| Brokerage Link Government bond | Self-Directed Brokerage | — | — | $122K | 0.1% | |
| AB Global AB Global Bond I | Other securities | — | — | $104K | <0.1% | |
| DFA International DFA Intl Value I | Mutual Funds | — | — | $38K | <0.1% | |
| Fidelity MIP CL 1 | Mutual Funds | — | — | $27K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $26K | <0.1% | |
| Fidelity Emrg Mkts | Mutual Funds | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ARBOR POINT ADVISORS | 46-1050183 | — | OTHER SERVICES | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISOR | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCFARLIN & BROKKE PC | 47-0543458 | — | ACCOUNTANT/AUDITOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D.A. DAVIDSON & CO. | 81-0139474 | — | OTHER SERVICES | $23K | — |
