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Original filing (PDF)20251012150805NAL0000750544001
BAKER TILLY ADVISORY GROUP PARENT, LP
Form 5500
FILING_RECEIVED
BAKER TILLY ADVISORY GROUP PARENT, LP MARKET BASED CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
391
Accounts w/ balance
—
Plan assets (EOY)
$47.4M
Net assets (EOY)
$47.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity Investments Asset Management Trust Co" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
005
Plan year
2024
Plan year begin
2024-06-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HENDERSON HUTCHERSON & MCCULLOUGH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security · 1 pooled fund· $94.9M(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
$47.4M
1 holding
Common Collective Trust
$47.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Asset Management Trust Co | — | — | — | $47.4M | 100.0% | |
| FIAM 30-70 COMMINGLED POOL FID INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 137 | Common Collective Trust | — | — | $47.4M | 100.0% |
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