# Baldwin & Sons, LLC 401(k) Plan
Source: https://planprovider.pro/companies/baldwin-sons-llc-401k-plan

> Baldwin & Sons, LLC's 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baldwin & Sons, LLC

- **Sponsor EIN:** 262161618

- **Sponsor Address:** 20 CORPORATE PLAZA DRIVE, NEWPORT BEACH, CA, 92660

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

- **Total Participants:** 112

- **Total Assets:** $14.5M

## 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|112|$14.5M|$10,538|$934,731|

| 2023|110|$12.9M|$2,563|$880,535|

| 2022|112|$10.8M|$80|$840,718|

## 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|

| OZUROVICH & ASSOCIATES|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$42,547|$40,073|—|—|—|

| 2023|$36,131|$33,798|—|—|—|

| 2022|$37,292|$36,542|$750|—|—|

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