Plan Ledger DOL Form 5500 · updated monthly

Baker Tilly Advisory Group Parent, LP401(k)

BAKER TILLY ADVISORY GROUP PARENT, LP SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Baker Tilly Advisory Group Parent, LP reported $240,770 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,064 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.

The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 76th-largest of 3,702 plans among Illinois employers on file, and the 135th of 11,654 in professional & technical services. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,321,193,538
Participants with balances9,038
Active participants6,535
Employer contributions$20,021,801
Employee contributions$42,707,709
Employer contribution per active participant$3,064
Average account balance$146,182
Benefits paid to participants$75,464,581
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$181,428
Investment management$59,342
Total administrative$240,770
The Baker Tilly Advisory Group Parent, LP 401(k) match · 2024
Employer contribution per active participant$3,064
Median for plans this size$5,259

Baker Tilly Advisory Group Parent, LP's 2024 employer contribution ran below the $5,259 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$192,177
NFP RETIREMENT INC · Investment advisory (plan)$59,342

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

Administrative cost history1
2024$240,770 · 0.02%
Similar plansProfessional & Technical Services · Illinois
Winston & Strawn LLP IL$1.3B · 0.03%
Sargent & Lundy IL$1.2B · 0.01%
Mayer Brown LLP IL$1.2B · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 991405547 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.