Plans listing this provider
43
0.08% of the 56,420 plans with Schedule H financials; 46 in 2023
Providers › Robert W Baird & Co Incorporated
Robert W Baird & Co Incorporated
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,824,506
Assets of those plans
$2,298,968,609
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,824,506
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) | 32 |
| 50 | Direct payment from the plan | 9 |
| 55 | Other commissions | 6 |
| 26 | Investment advisory (participants) | 2 |
| 28 | Investment management | 2 |
| 51 | Investment management fees paid directly by plan | 2 |
| 65 | Account maintenance fees | 2 |
| 70 | Consulting fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Geodis USA Retirement Plan | Geodis Logistics | $341,305,638 | 16,543 | $100,000 |
| Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan | Tennessee Orthopaedic Alliance | $236,565,835 | 1,850 | $30,775 |
| Confederated Tribes of Grand Ronde Retirement Plan | Confederated Tribes of the Grand Ronde Community of Oregon | $150,916,195 | 1,800 | $124,778 |
| Roquette America, Inc. Retirement System | Roquette America | $140,242,516 | 610 | $59,583 |
| Lemans Corporation 401(k) Savings Plan | Lemans | $122,339,696 | 1,137 | $126,770 |
| J.F. Ahern Co. Profit Sharing and 401(k) Plan | J.F. Ahern | $120,270,122 | 912 | $87,178 |
| Dentons Sirote, P.C. Profit Sharing 401(k) Plan | Dentons Sirote | $113,679,556 | 515 | $33,896 |
| Hunter Services, LLC Retirement Savings Plan | Hunter Services | $85,751,626 | 948 | $108,193 |
| Veka Holdings, Inc. and Subsidiaries Profit Sharing & 401(k) Plan | Veka Holdings | $84,240,134 | 1,150 | $78,919 |
| First Urology P.S.C. 401k Profit Sharing Plan | First Urology P.S.C. | $63,453,349 | 487 | $30,804 |
| Ahtna 401(k) Plan | Ahtna | $56,807,184 | 750 | $33,088 |
| Weyco Group, Inc. 401(k) Plan | Weyco Group | $54,963,511 | 416 | $60,000 |
| The Webb Law Firm 401(k) Profit Sharing Plan and Trust | Webb Law Firm | $51,826,145 | 167 | $77,809 |
| Pietragallo Gordon Alfano Bosick & Raspanti, LLP Salary Reduction Profit Sharing Plan | Pietragallo Gordon Alfano Bosick & Raspanti | $49,167,651 | 141 | $52,425 |
| Cleaveland/price, Inc. 401k Plan | Cleaveland/price | $45,486,828 | 331 | $73,753 |
| Bright Wood 401(k) Savings and Profit Sharing Plan | Bright Wood | $44,539,370 | 1,451 | $17,500 |
| Haas Sons, Inc. 401(k) Profit Sharing Plan | Haas Sons | $39,489,962 | 497 | $69,711 |
| Celia Corporation 401(k) Plan | Celia | $34,501,358 | 470 | $0 |
| Dixon Ticonderoga Company Union Employees Retirement Plan #2 | Dixon Ticonderoga | $33,658,902 | 342 | $0 |
| Roquette America, Inc. Bargaining Unit Savings Plan | Roquette America | $31,335,998 | 265 | $15,000 |
| Advertisers Press, Inc. 401(k) Savings Plan | Advertisers Press | $30,940,075 | 96 | $49,434 |
| Applied Imaging Systems Inc. 401(k) Profit Sharing Plan | Lowery | $30,686,753 | 618 | $74,975 |
| Ellis Badenhausen Orthopaedics, PSC 401k Profit Sharing Plan | Ellis Badenhausen Orthopaedics | $27,136,407 | 227 | $0 |
| Surgicor 401(k) Savings and Retirement Plan | Surgicor | $26,689,394 | 283 | $6,500 |
| Leonard S. Fiore, Inc. Savings and Prevailing Wage Plan | Leonard S. Fiore | $26,010,451 | 300 | $70,698 |
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.