# Baldwin Brothers, LLC 401(k) Plan
Source: https://planprovider.pro/companies/baldwin-brothers-inc-401k-plan

> Baldwin Brothers, LLC&#39;s 401(k) plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baldwin Brothers, LLC

- **Sponsor EIN:** 851392542

- **Sponsor Address:** 204 SPRING STREET, MARION, MA, 02738

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

- **Total Participants:** 31

- **Total Assets:** $17.1M

## 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.|

| 2024|31|$17.1M|$498,211|$509,022|

| 2023|28|$16.6M|$344,483|$472,917|

| 2022|29|$13.9M|$261,962|$339,264|

## Similar Plans

- [Volition Capital LLC](https://planprovider.pro/companies/volition-capital-llc-401k-plan) — 34 participants

- [Reynders, Mcveigh Capital Management, LLC](https://planprovider.pro/companies/reynders-mcveigh-capital-management-llc-401k-plan) — 36 participants

- [Sachetta, LLC](https://planprovider.pro/companies/sachetta-llc-401k-plan) — 26 participants

- [Grove Street Advisors, LLC](https://planprovider.pro/companies/grove-street-advisors-llc-plan) — 37 participants

- [Usb Corporation](https://planprovider.pro/companies/usb-corporation-401k-plan) — 24 participants

- [Capital Crossing Servicing Company LLC](https://planprovider.pro/companies/capital-crossing-servicing-company-llc-401k-plan) — 39 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/baldwin-brothers-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
