# Baxter & Woodman, INC. 401(k) Plan
Source: https://planprovider.pro/companies/baxter-woodman-inc-401k-plan

> Baxter & Woodman, INC.'s 401(k) plan: 415 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Baxter & Woodman, INC.

- **Sponsor EIN:** 362845242

- **Sponsor Address:** 8678 RIDGEFIELD RD, CRYSTAL LAKE, IL, 60012

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

- **Total Participants:** 415

- **Total Assets:** $89.2M

## 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|415|$89.2M|$4.0M|$3.8M|

| 2023|400|$77.2M|$3.6M|$3.4M|

| 2022|358|$60.8M|$3.2M|$3.0M|

## 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|

| PROSPERA FINANCIAL SERVICES|NONE|$45,000|—|$45,000|

| ASCENSUS LLC|NONE|$14,109|$392|$14,501|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,501

- **Estimated Expense Ratio:** 0.067% 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|$59,109|$45,000|$14,109|—|—|

| 2023|$60,661|$45,000|$15,661|—|—|

| 2022|$62,164|$45,000|$17,164|—|—|

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