Plan Snapshot
- Plan Sponsor: Baldwin Supply Company
- Sponsor EIN: 410788235
- Sponsor Address: 14025 23RD AVENUE NORTH, PLYMOUTH, MN, 55447
- Plan Type: 401(k)
- Total Participants: 157
- Total Assets: $21.9M
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 | 157 | $21.9M | $329,353 | $1.4M |
| 2023 | 149 | $18.6M | $305,388 | $1.3M |
| 2022 | 150 | $14.6M | $295,846 | $1.1M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $38,282 | — | $38,282 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $23,200 | — | $23,200 |
| BARTON WALTER & KRIER, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARTON WALTER & KRIER, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,482
- Estimated Expense Ratio: 0.281% 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 | $61,482 | $38,282 | — | — | — |
| 2023 | $48,857 | $30,989 | — | — | — |
| 2022 | $47,752 | — | $47,752 | — | — |