Plan Ledger DOL Form 5500 · updated monthly

Baird & Warner, Inc.401(k)

THE BAIRD & WARNER 401(K) RETIREMENT SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.18%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Baird & Warner, Inc. reported $77,620 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.15% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 991st-largest of 3,702 plans among Illinois employers on file, and the 317th of 2,096 in real estate & leasing. active participation has shrunk from 428 to 385 since 2022.

Plan summary
Net assets, end of year$45,053,400
Participants with balances486
Active participants385
Employer contributions$0
Employee contributions$2,689,256
Employer contribution per active participant$0
Average account balance$92,702
Benefits paid to participants$5,702,278
Plan auditUnmodified (clean) audit opinion
AuditorFGMK
Plan history3
Yearassets · accounts · employer contribution
2024$45.1M · 486 accts
2023$42.0M · 486 accts · $15K emplr
2022$36.7M · 528 accts · $525K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,772
Investment management$29,848
Audit (IQPA)$10,000
Total administrative$77,620
The Baird & Warner, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$40 per active participant
2022$1,226 per active participant

Baird & Warner, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$37,772
GALLAGHER FIDUCIARY ADVISORS LLC · Investment advisory (plan)$29,848
FGMK · Accounting / audit$10,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$77,620 · 0.18%
2023$66,934 · 0.17%
2022$59,536 · 0.15%
Same employer
Similar plansReal Estate & Leasing · Illinois
Amli Management Company IL$53.9M · 0.21%
Waterton Associates IL$53.6M · 0.41%
Logs Legal Group LLP IL$42.1M · 0.40%
Interpark LLC IL$38.4M · 0.37%
Ca Ventures, LLC IL$36.9M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363916731 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.