Plan Snapshot
- Plan Sponsor: Robert W. Baird & Co., INC.
- Sponsor EIN: 396037917
- Sponsor Address: 777 EAST WISCONSIN AVENUE, MILWAUKEE, WI, 532025300
- Plan Type: 401(k)
- Total Participants: 5,264
- Total Assets: $2.2B
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 | 5,264 | $2.2B | $78.4M | $95.5M |
| 2023 | 5,092 | $1.9B | $66.3M | $89.7M |
| 2022 | 4,919 | $1.6B | $64.8M | $81.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $474,974 | — | $419,185 | — | — |
| 2023 | $442,415 | — | $413,740 | — | — |
| 2022 | $392,856 | — | $377,903 | — | — |