How big is The Baldwin Agency's plan?

The Baldwin Agency's plan reported $772K in assets and 11 participants for 2025.

Original filing (PDF)20260409163213NAL0010472145001

The Baldwin Agency

Name: The Baldwin Agency — The Baldwin Agency 401(k) Plan, Form 5500 (2025)
Creator: The Baldwin Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Baldwin Agency 401(k) Plan

401(k) retirement plan · The Baldwin Agency's The Baldwin Agency 401(k) Plan held $772K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$772K

Net assets (EOY)

$772K

People on this filing

George Torbert signed The Baldwin Agency's 2025 Form 5500 as plan administrator.

George Torbert — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Baldwin Agency's EIN is 58-1999803.

EIN 58-1999803

Plan number 001

Plan year 2025

ACK ID 20260409163213NAL0010472145001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Baldwin Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Baldwin Agency's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BALDWIN AGENCY.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score