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Original filing (PDF)20251015123842NAL0004866017001
BAKER TILLY ADVISORY GROUP PARENT, LP
Form 5500
FILING_RECEIVED
BAKER TILLY ADVISORY GROUP PARENT, LP SAVINGS PLAN
401(k) retirement plan
Active participants
6,535
Accounts w/ balance
9,038
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
17 pooled trusts
Schedule D
32 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
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
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
99-1405547
Address
205 N MICHIGAN ST 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
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
HENDERSON HUTCHERSON & MCCULLOUGH,
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $192K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $59K | — |
Investments
17 direct securities · 17 pooled funds· $1.3B(99% 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
$709.5M
17 holdings
Common Collective Trust
$600.3M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index | — | — | — | $182.3M | 13.8% | |
| Harbor Cap Appr Inst | — | — | — | $109.8M | 8.3% | |
| Vanguard Vang Midcap Idx Ins | — | — | — | $81.4M | 6.2% | |
| Dodge & Cox Dodge & Cox Stock | — | — | — | $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 | — | — | — | $32.7M | 2.5% | |
| Fidelity Investments Self directed brokerage accounts | — | — | — | $31.4M | 2.4% | |
| Baird Aggr Bond Inst | — | — | — | $28.9M | 2.2% | |
| Vanguard Vang Wellington Adm | — | — | — | $23.5M | 1.8% | |
| Vanguard Vang SM Cap Idx Inst | — | — | — | $21.8M | 1.7% | |
| DFA US SM Cap Value | — | — | — | $20.5M | 1.6% | |
| Conestoga SM Cap Inv | — | — | — | $19.3M | 1.5% | |
| DFA Emerging Mkts I | — | — | — | $19.2M | 1.5% | |
| Pioneer Investments Pioneer Strat Inc Y | — | — | — | $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 | — | — | — | $13.4M | 1.0% | |
| Vanguard Vang Real Est IDX IS | — | — | — | $11.3M | 0.9% | |
| Notes receivable from participants 4.25 - 9.50% -0- | — | — | — | $8.9M | 0.7% | |
| Vanguard Vang Infl Prot Adm | — | — | — | $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% |
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