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 a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Asset Management Trust Co | Mutual Funds | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
