Plan Snapshot
- Plan Sponsor: First Baird Bancshares, INC.
- Sponsor EIN: 751777399
- Sponsor Address: 100 WILLOW BEND DR., WILLOW PARK, TX, 76008
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 163 | $13.0M | $604,839 | $875,558 |
| 2023 | 177 | $11.7M | $601,393 | $842,850 |
| 2022 | 175 | $10.5M | $577,920 | $844,709 |
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 |
|---|---|---|---|---|
| WHITLEY PENN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $47,694 | $17,028 | — | — | — |
| 2023 | $24,495 | — | $24,495 | — | — |
| 2022 | $25,154 | — | — | — | — |