Kimberly Duffy-Wylam signed Baker Tilly Advisory Group Parent, LP's 2024 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 99-1405547.
Download the official 2024 Form 5500 (PDF) for Baker Tilly Advisory Group Parent, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Baker Tilly Advisory Group Parent, LP's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | $192K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $59K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $182.3M | 13.8% | |
| Harbor Cap Appr Inst | Other securities | — | — | $109.8M | 8.3% | |
| Vanguard Vang Midcap Idx Ins | Common Collective Trusts | — | — | $81.4M | 6.2% | |
| Dodge & Cox Dodge & Cox Stock | Mutual Funds | — | — | $78.3M | 5.9% | |
| FID FRDM INX 2055 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $65.0M | 4.9% | |
| FID FRDM INX 2045 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $61.8M | 4.7% | |
| FID FRDM INX 2050 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $60.9M | 4.6% | |
| FID FRDM INX 2040 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $60.5M | 4.6% | |
| FID FRDM INX 2030 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $60.1M | 4.5% | |
| FID FRDM INX 2035 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $57.7M | 4.4% | |
| STABLE VALUE FUND I1 WILMINGTON TRUST NA · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $55.6M | 4.2% | |
| FID FRDM INX 2060 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $54.2M | 4.1% | |
| GG EUROPAC GROWTH I1 WILMINGTON TRUST NA · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $49.7M | 3.8% | |
| FID FRDM INX 2025 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $38.7M | 2.9% | |
| Vanguard Vang Tot Instl Stk IS | Mutual Funds | — | — | $32.7M | 2.5% | |
| Fidelity Investments Self directed brokerage accounts | Self-Directed Brokerage | — | — | $31.4M | 2.4% | |
| Baird Aggr Bond Inst | Other securities | — | — | $28.9M | 2.2% | |
| Vanguard Vang Wellington Adm | Mutual Funds | — | — | $23.5M | 1.8% | |
| Vanguard Vang SM Cap Idx Inst | Common Collective Trusts | — | — | $21.8M | 1.7% | |
| DFA US SM Cap Value | Mutual Funds | — | — | $20.5M | 1.6% | |
| Conestoga SM Cap Inv | Other securities | — | — | $19.3M | 1.5% | |
| DFA Emerging Mkts I | Mutual Funds | — | — | $19.2M | 1.5% | |
| Pioneer Investments Pioneer Strat Inc Y | Common Stocks | — | — | $18.8M | 1.4% | |
| FID FRDM INX 2065 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $18.7M | 1.4% | |
| Vanguard Vang Tot Bd Mkt Adm | Mutual Funds | — | — | $13.4M | 1.0% | |
| Vanguard Vang Real Est IDX IS | Common Collective Trusts | — | — | $11.3M | 0.9% | |
| Notes receivable from participants 4.25 - 9.50% -0- | Bonds / Notes | — | — | $8.9M | 0.7% | |
| Vanguard Vang Infl Prot Adm | Mutual Funds | — | — | $7.9M | 0.6% | |
| FID FRDM INX 2020 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $6.3M | 0.5% | |
| FID FRDM INX INC T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $4.6M | 0.3% | |
| FID FRDM INX 2015 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $3.5M | 0.3% | |
| FID FRDM INX 2010 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $3.0M | 0.2% | |
| FID FRDM INX 2005 T FID INST ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG EMERGING MKTS I1 WILMINGTON TRUST NA · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
