# The Baldwin Group Colleague, INC. 401(k) Plan
Source: https://planprovider.pro/companies/brp-colleague-inc-401k-plan

> The Baldwin Group Colleague, INC.'s 401(k) plan: 4,121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

## Similar Plans

- [Foundation Risk Partners Corp](https://planprovider.pro/companies/foundation-risk-partners-corp-401k-plan) — 2,455 participants

- [Insurance Office Of America, INC.](https://planprovider.pro/companies/insurance-office-of-america-inc-401k-plan) — 1,227 participants

- [Insurance Office Of America, INC.](https://planprovider.pro/companies/insurance-office-of-america-inc-plan) — 1,190 participants

- [Health Insurance Associates LLC](https://planprovider.pro/companies/health-insurance-associates-401k-plan) — 989 participants

- [Range Generation Next LLC](https://planprovider.pro/companies/range-generation-next-llc-401k-plan) — 933 participants

- [Tower Hill Insurance Group, LLC](https://planprovider.pro/companies/tower-hill-insurance-group-llc-401k-plan) — 626 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brp-colleague-inc-401k-plan)

© 2026 PlanProvider.Pro