Plan Snapshot
- Plan Sponsor: The Baldwin Group Colleague, INC.
- Sponsor EIN: 204102683
- Sponsor Address: 4211 W BOYSCOUT BLVD, TAMPA, FL, 33607
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,196
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 4,196 | $0 | $0 | $0 |
| 2024 | 4,108 | $0 | $0 | $0 |
| 2023 | 3,950 | $0 | $0 | $0 |
| 2022 | 3,805 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| UMR, INC. | Other Service Provider | $1,945,026 | $45,545 | $1,990,571 |
| WEX HEALTH INC | ERISA Attorney | $112,665 | — | $112,665 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEX HEALTH INC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,103,236
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |