Baker Tilly Advisory Group Parent 401(k) match, vesting and fees
What Baker Tilly Advisory Group Parent's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Henderson Hutcherson & Mccullough, (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2023 medians for 128 defined-contribution plans in professional, scientific, and technical services with 5,000 to 9,999 participants.
| Baker Tilly Advisory Group Parent: employer contribution per participant | $5,559 | |
| Peer median | $2,430 |
| Baker Tilly Advisory Group Parent: average balance | $122,245 | |
| Peer median | $107,705 |
| Baker Tilly Advisory Group Parent: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $854M at the end of plan year 2021 to $1.2B at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 10,195 | $1.2B | $53.8M | $5,559 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 9,449 | $946M | $40.5M | $4,412 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 8,225 | $854M | $12.5M | $1,582 | 0.04% | Not published | Form 5500 ↗ |
Other Baker Tilly Advisory Group Parent plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Henderson Hutcherson & Mccullough (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Baker Tilly Advisory Group Parent match 401(k) contributions?
The match terms for the Baker Tilly Advisory Group Parent, LP have not been published from its filing yet. The plan year 2023 filing reports $53.8M in employer contributions, about $5,559 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Baker Tilly Advisory Group Parent 401(k) match vested?
The vesting schedule for the Baker Tilly Advisory Group Parent, LP is not in the data published so far. Your Summary Plan Description states it.
Who manages the Baker Tilly Advisory Group Parent 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Fidelity Investments Institutional. The plan administrator is Baker Tilly Advisory Group Parent, LP.
I left Baker Tilly Advisory Group Parent. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Baker Tilly Advisory Group Parent, LP, (608) 240-2426) or the recordkeeper, Fidelity Investments Institutional. The Baker Tilly Advisory Group Parent old 401(k) page lists the contacts from every plan filing. Find an old Baker Tilly Advisory Group Parent 401(k)
Data from the public Form 5500 annual reports Baker Tilly Advisory Group Parent filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Baker Tilly Advisory Group Parent. Not financial advice. Report a correction · Methodology