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Original filing (PDF)20250730155522NAL0002513363001
THE BALDWIN GROUP COLLEAGUE, INC.
Form 5500
FILING_RECEIVED
THE BALDWIN GROUP COLLEAGUE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
4,121
Accounts w/ balance
4,556
Plan assets (EOY)
$295.1M
Net assets (EOY)
$295.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BALDWIN GROUP COLLEAGUE, INC..
Plan sponsor
Name
THE BALDWIN GROUP COLLEAGUE, INC.
EIN
82-3200685
Address
4211 W BOY SCOUT BLVD, STE. 800 · TAMPA, FL · 33607
Phone
(813) 984-3200
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2S · Automatic enrollment
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $265K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $58K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $27K | — |
Investments
30 direct securities · 1 pooled fund· $301.1M(100% 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.
Uncategorized
$292.4M
29 holdings
Common Collective Trust
$6.6M
1 holding
Mutual Funds
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | — | — | — | $34.1M | 11.5% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $28.6M | 9.7% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $28.5M | 9.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $27.8M | 9.4% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $25.9M | 8.8% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $22.1M | 7.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $19.8M | 6.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $11.8M | 4.0% | |
| Franklin Templeton Investments Growth Series Fund | — | — | — | $11.0M | 3.7% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $9.8M | 3.3% | |
| Collective Trust Fund * Fidelity Management Trust Company Managed Income Portfolio II Fund | — | — | — | $7.0M | 2.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $6.6M | 2.2% | |
| MFS Value Fund | — | — | — | $6.6M | 2.2% | |
| Fidelity Investments International Index Fund | — | — | — | $6.1M | 2.1% | |
| Fidelity Investments Extended Market Index Fund | — | — | — | $6.0M | 2.0% | |
| Metropolitan West Total Return Bond Fund | — | — | — | $5.8M | 2.0% | |
| through 2051 | — | — | — | $4.8M | 1.6% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $4.7M | 1.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $4.6M | 1.5% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $4.4M | 1.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $4.3M | 1.5% | |
| American Funds EuroPacific Growth Fund | — | — | — | $4.3M | 1.5% | |
| MFS Mid Cap Value Fund | — | — | — | $3.8M | 1.3% | |
| Dimensional Fund Advisors Emerging Markets Core Eq Fund | — | — | — | $3.4M | 1.1% | |
| JPMorgan Mid Cap Growth Fund | — | — | — | $2.4M | 0.8% | |
| American Beacon Small Cap Value Fund | Mutual Funds | — | — | $2.1M | 0.7% | |
| Franklin Templeton Investments Putnam Small Cap Growth Fund | — | — | — | $2.0M | 0.7% | |
| Fidelity Investments Fidelity Brokeragelink | — | — | — | $1.3M | 0.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.2M | 0.4% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $399K | 0.1% | |
| Fidelity Investments Government Money Market Fund | — | — | — | $18K | <0.1% |