Plans listing this provider
70
0.12% of the 56,420 plans with Schedule H financials; 71 in 2023
Providers › Robert W Baird & Co
Robert W Baird & Co
- Service provider, as named on Schedule C
- EIN 396037917
- Plan year 2024
- Direct compensation reported $3,588,961
Assets of those plans
$89,567,034,417
1.15% 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
$3,588,961
70% 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) | 37 |
| 99 | Other fees | 18 |
| 49 | Other services | 17 |
| 50 | Direct payment from the plan | 13 |
| 26 | Investment advisory (participants) | 8 |
| 70 | Consulting fees | 7 |
| 28 | Investment management | 6 |
| 16 | Consulting (general) | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IBM 401(k) Plan | International Business Machines | $60,393,556,150 | 147,543 | $847,967 |
| 401(k) Pension Plan | National Rural Electric Cooperative Association | $16,840,459,887 | 79,674 | $0 |
| WEC Energy Group Employee Retirement Savings Plan | WEC Energy Group | $1,977,887,000 | 4,966 | $13,558 |
| WEC Energy Group Retirement Savings Plan | WEC Energy Group | $1,688,123,000 | 4,892 | $11,387 |
| Arnold & Porter Profit-sharing and 401(k) Plan and Trust | Arnold & Porter Kaye Scholer | $1,579,538,597 | 2,984 | $43,520 |
| The Gates Matchmaker Plan | Gates | $696,470,201 | 6,314 | $71,250 |
| Local No. 8 IBEW Retirement Plan & Trust | Board of Trustees Local No. 8 IBEW Retirement Plan & Trust | $670,963,211 | 2,945 | $0 |
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $0 |
| Waupaca Foundry, Inc. Consolidated Retirement Plan | Waupaca Foundry | $599,093,019 | 3,627 | $123,294 |
| Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan | Charter Manufacturing | $503,278,380 | 2,793 | $75,000 |
| Prevea Clinic, Inc. 401(k) and Retirement Plan | Prevea Clinic | $491,684,640 | 2,757 | $73,966 |
| ING Financial Services LLC 401(k) Savings Plan | ING Groep | $454,626,727 | 1,190 | $139,032 |
| Oregon Tool 401(k) Retirement Profit Sharing Plus Plan | Blount | $295,301,114 | 1,792 | $58,623 |
| Godfrey & Kahn, S.C. 401(k) Retirement Plan | Godfrey & Kahn S.C. | $255,193,057 | 492 | $75,000 |
| Trek Bicycle Corporation 401(k) Plan | Trek Bicycle | $245,266,917 | 3,705 | $100,000 |
| Barge Design Solutions, Inc. Employees' Profit Sharing Plan | Barge Design Solutions | $142,041,905 | 733 | $46,000 |
| Turnpoint 401(k) Plan | Essential Services Intermediate Holding Corporation DBA Turnpoint Serv | $131,540,428 | 7,957 | $87,341 |
| Shannon & Wilson, Inc. PS Retirement & 401(k) Plan and Trust | Shannon & Wilson | $129,947,147 | 556 | $14,593 |
| NN, Inc. 401(k) Profit Sharing Plan | NN | $126,974,986 | 1,645 | $112,500 |
| CHR. Hansen Investment and Retirement Plan | CHR. Hansen | $114,954,449 | 977 | $111,808 |
| 14 W Administrative Services, LLC. 401(k) Savings & Retirement Plan | 14w Administrative Services | $107,861,493 | 991 | $25,000 |
| GLY Construction, Inc. 401(k) Plan | GLY Construction | $104,081,581 | 272 | $75,000 |
| Healthstream, Inc. 401(k) Plan | Healthstream | $99,022,569 | 1,385 | $25,000 |
| Mubea, Inc. 401(k) Retirement Savings Plan | Mubea | $87,675,580 | 1,143 | $62,292 |
| Marketwise Solutions LLC Savings and Retirement Plan | Marketwise Solutions | $76,721,231 | 797 | $47,819 |
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.