# Baird, Hampton & Brown, INC. 401(k) Plan
Source: https://planprovider.pro/companies/baird-hampton-brown-inc-401k-plan

> Baird, Hampton & Brown, INC.'s 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baird, Hampton & Brown, INC.

- **Sponsor EIN:** 752426876

- **Sponsor Address:** 6300 RIDGLEA PLACE, SUITE 700, FORT WORTH, TX, 76116

- **Plan Type:** 401(k)

- **Total Participants:** 128

- **Total Assets:** $17.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|128|$17.8M|$338,161|$1.2M|

| 2023|127|$15.1M|$315,883|$1.1M|

| 2022|124|$13.4M|$306,573|$988,106|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$56,340|—|$56,340|

| RAYMOND JAMES & ASSOCIATES, INC.|INVESTMENT ADVISOR|$20,400|—|$20,400|

| BROWN ROGERS AND CO, LLC|AUDIT FIRM|$12,750|—|$12,750|

| RETIREMENTPLANS.COM, LLC|THIRD PARTY ADMINISTRATO|$2,923|$6,475|$9,398|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES & ASSOCIATES, INC.](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISOR

- [BROWN ROGERS AND CO, LLC](https://planprovider.pro/provider/brown-rogers-and-co-llc) — AUDIT FIRM

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $98,888

- **Estimated Expense Ratio:** 0.557% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$54,214|—|$54,214|—|—|

| 2023|$51,095|—|$51,095|—|—|

| 2022|$73,386|—|$73,386|—|—|

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