Plan Snapshot
- Plan Sponsor: The Baldwin Group Colleague, INC.
- Sponsor EIN: 823200685
- Sponsor Address: 4211 W BOY SCOUT BLVD, STE. 800, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 4,121
- Total Assets: $295.1M
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 | 4,121 | $295.1M | $16.4M | $35.8M |
| 2023 | 3,853 | $230.6M | $15.2M | $32.6M |
| 2022 | 3,744 | $154.6M | $12.5M | $25.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $264,832 | — | $264,832 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $58,317 | — | $58,317 |
| CROWE LLP | ACCOUNTANT/AUDITOR | $27,300 | — | $27,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $350,449
- Estimated Expense Ratio: 0.119% 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 | $350,443 | $58,317 | $1,500 | $27,300 | — |
| 2023 | $338,247 | $33,468 | $1,500 | $22,050 | — |
| 2022 | $192,562 | $16,012 | — | — | — |