# The Baldwin Group Colleague, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-baldwin-group-colleague-inc-204102683-501

> The Baldwin Group Colleague, INC.'s 401(k) plan: 4,196 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:** 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](https://planprovider.pro/provider/dla-piper) — 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|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-baldwin-group-colleague-inc-204102683-501)

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