# First Baird Bancshares, INC. 401(k) Plan
Source: https://planprovider.pro/companies/first-baird-bancshares-inc-401k-plan

> First Baird Bancshares, INC.'s 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TPP RETIREMENT PLAN SPECIALISTS, LL|NONE|$29,640|—|$29,640|

| CREATIVE PLANNING|NONE|$17,028|—|$17,028|

| WHITLEY PENN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — NONE

- [WHITLEY PENN](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,668

- **Estimated Expense Ratio:** 0.360% 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|$47,694|$17,028|—|—|—|

| 2023|$24,495|—|$24,495|—|—|

| 2022|$25,154|—|—|—|—|

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

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