Plan Snapshot
- Plan Sponsor: Baker Tilly Advisory Group Parent, LP
- Sponsor EIN: 390859910
- Sponsor Address: TEN TERRACE COURT, MADISON, WI, 53718
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 6,867
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 6,867 | $1.2B | $53.8M | $69.4M |
| 2022 | 6,847 | $945.9M | $40.5M | $64.4M |