Plans listing this provider
38
0.07% of the 56,420 plans with Schedule H financials; 35 in 2023
Providers › The Baldwin Group Wealth Advisors
The Baldwin Group Wealth Advisors
- Service provider, as named on Schedule C
- EIN 475476782
- Plan year 2024
- Direct compensation reported $1,498,629
Assets of those plans
$1,153,697,836
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,498,629
82% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 25 |
| 99 | Other fees | 9 |
| 50 | Direct payment from the plan | 6 |
| 26 | Investment advisory (participants) | 4 |
| 70 | Consulting fees | 3 |
| 28 | Investment management | 3 |
| 16 | Consulting (general) | 3 |
| 15 | Recordkeeping and information management | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Humangood 401(k) Plan | Humangood Norcal | $157,828,507 | 3,953 | $142,972 |
| MAG DS Corp. 401(k) Plan | MAG DS | $114,021,826 | 1,160 | $15,914 |
| Learning Care Group Retirement Savings Plan | La Petite Academy | $101,400,639 | 4,386 | $7,500 |
| Credit Union of Southern California 401(k) Plan and Trust | Credit Union of Southern California | $55,169,269 | 514 | $43,953 |
| Graybill Medical Group, Inc. 401(k) Profit Sharing Plan | Graybill Medical Group | $51,180,593 | 187 | $17,109 |
| 5.11, Inc. 401(k) Profit Sharing Plan | 5.11 | $48,462,519 | 738 | $90,065 |
| Red.com 401(k) Plan | Red.com Inc. DBA Red Digital Cinema | $43,881,971 | 340 | $60,514 |
| Auditboard, Inc. 401(k) Plan | SoxHub | $41,350,777 | 704 | $74,254 |
| Puma Biotechnology, Inc. 401(k) Plan | Puma Biotechnology | $41,320,615 | 258 | $72,325 |
| LTK 401(k) Plan | Rewardstyle Inc. D/B/A LTK | $33,278,126 | 640 | $71,465 |
| SMA, Inc. 401(k) Plan | SMA | $31,857,422 | 216 | $76,651 |
| Veritone, Inc. 401(k) Plan | Veritone | $29,909,658 | 441 | $64,634 |
| Zwift, Inc. 401(k) Plan | Zwift | $29,871,344 | 460 | $71,403 |
| The Corporation of Fine Arts Museums 401(k) Plan | Corporation of Fine Arts Museums | $27,388,544 | 261 | $36,480 |
| Arch Health Partners 401(k) Plan | Arch Health Partners | $26,304,134 | 868 | $58,597 |
| Semler Brossy Consulting Group, LLC 401(k) Profit Sharing Plan | Semler Brossy Consulting Group | $24,317,655 | 150 | $41,514 |
| Cue 401(k) Plan | Cue Health | $23,986,922 | 602 | $76,681 |
| Sayres and Associates LLC 401(k) Retirement Plan | Sayres and Associates | $23,044,051 | 354 | $0 |
| Sunwest Bank 401(k) Profit Sharing Plan | Sunwest Bank | $22,903,632 | 360 | $70,066 |
| Honolulu Freight Service 401(k) Plan | Honolulu Freight Service | $22,290,334 | 274 | $52,293 |
| G & M Oil Co., Inc. Retirement Savings Plan | G & M Oil | $20,241,140 | 1,445 | $0 |
| 401(k) Plan of Cosway Company, Inc. | Cosway | $19,896,159 | 149 | $0 |
| Bold North America, LLC 401(k) Plan | Bold North America | $17,500,400 | 275 | $32,615 |
| Happy Money 401(k) Plan | Happy Money | $17,031,634 | 270 | $56,720 |
| Core One Solutions 401(k) Plan | Core One Solutions | $16,822,120 | 253 | $9,771 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.