# Baldwin Supply Company 401(k) Plan
Source: https://planprovider.pro/companies/baldwin-supply-company-401k-plan

> Baldwin Supply Company's 401(k) plan: 157 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/barton-walter-and-krier-pc) — 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|—|—|

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