Baker Tilly Advisory Group Parent, LP DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Baker Tilly Advisory Group Parent, LP
  • Sponsor EIN: 390859910
  • Sponsor Address: 205 N. MICHIGAN STREET, CHICAGO, IL, 60601
  • Plan Type: DB
  • Plan Number: 005
  • Total Participants: 364
  • Total Assets: $35.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023364$35.2M$21.4M$0
2022374$12.9M$12.8M$0

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