Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
The Baldwin Group Wealth Advisors
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
The Baldwin Group Wealth Advisors is named as a service provider on the Schedule C of 65 retirement plans with 100 or more participants for plan year 2024, covering 66,274 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $2.9M. Per plan, the median was $97.08 per participant, with the middle half of plans between $59.17 and $165. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (46), Virginia (4) and Florida (2).
In 2016 it appeared on 23 such filings; in 2024, 66. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $59.17 | $97.08 | $165 |
| Compensation as a share of plan net assets | 0.17% | 0.22% | 0.32% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Learning Care Group Retirement Savings Plan | La Petite Academy, Inc. | MI | 20,538 | $101M | $7,500 |
| Humangood 401(k) Plan | Humangood Norcal | CA | 6,831 | $158M | $143K |
| Element Savings and Investment Plan | Element Materials Technology Holding USA Inc. | CA | 4,735 | $341M | $75K |
| The Baldwin Group PEP | Pentegra Services, Inc. | NY | 2,401 | $5.5M | $12K |
| Toyota of Orange 401(k) Plan | Dwwto | CA | 2,106 | $135M | $90K |
| G & M Oil Co., Inc. Retirement Savings Plan | G & M Oil Co., Inc. | CA | 1,507 | $20.2M | $64K |
| Mag DS Corp. 401(k) Plan | Mag DS Corp. | VA | 1,421 | $114M | $16K |
| St. Paul's Episcopal Home's Employee Retirement Plan | St. Paul's Episcopal Home, Inc. | CA | 1,306 | $23.2M | $12K |
| Sachs Retirement Savings Plan | Sac Health System | CA | 1,277 | $25.1M | $84K |
| Peregrine Hospitality - West 401(k) Plan | Peregrine Permanent Management, LLC | CO | 1,258 | $15.5M | $29K |
| 5.11, Inc. 401(k) Profit Sharing Plan | 5.11, Inc. | CA | 1,223 | $48.5M | $90K |
| Peregrine Hospitality -East 401(k) Plan | Peregrine Permanent Management, LLC | CO | 951 | $7.6M | $17K |
| Arch Health Partners 401(k) Plan | Arch Health Partners | CA | 938 | $26.3M | $59K |
| Fairmont Schools, Inc. 401(k) Profit Sharing Plan | Fairmont Schools, Inc. | CA | 889 | $32.5M | $73K |
| Retirement Plan for Former Employees of Cape Coral Medical Center, Inc. | Lee Health System, Inc. | FL | 868 | $27.8M | $19K |
| Orange Coast Title Family of Companies Employee Savings Plan | Orange Coast Title Company | CA | 837 | $73.2M | $102K |
| Auditboard, Inc. 401(k) Plan | Auditboard, Inc. | CA | 821 | $41.4M | $74K |
| Ifly 401(k) Plan | Sky Venture Management, LLC | TX | 771 | $13.1M | $46K |
| Seabreeze Retirement Savings Plan | Seabreeze Management Company, Inc. | CA | 760 | $10.7M | $31K |
| LTK 401(k) Plan | Rewardstyle, Inc. d/b/a LTK | TX | 756 | $33.3M | $71K |
| Alma 401(k) Retirement Plan and Trust | ARLOZOROV9, Inc. | NY | 615 | $10.7M | $18K |
| Cue 401(k) Plan | Cue Health Inc. | NJ | 608 | $24.0M | $77K |
| International Bay Clubs, LLC Savings and Retirement Plan | International Bay Clubs, LLC | CA | 585 | $17.7M | $49K |
| Credit Union of Southern California 401(k) Plan and Trust | Credit Union of Southern California | CA | 529 | $55.2M | $57K |
| Veritone, Inc. 401(k) Plan | Veritone, Inc. | CA | 509 | $29.9M | $65K |
| Sun West Mortgage Co., 401(k) Plan | Sun West Mortgage Company, Inc. | CA | 487 | $16.2M | $47K |
| Zwift, Inc. 401(k) Plan | Zwift, Inc. | CA | 484 | $29.9M | $71K |
| Amen Clinics, Inc. 401(k) Plan | Amen Clinics, Inc. | CA | 432 | $7.0M | $29K |
| Public Media Group of Southern California 403(b) Retirement Plan | Public Media Group of Southern California | CA | 422 | $41.3M | $44K |
| Timberland Bank Employee Stock Ownership & 401(k) Plan | Timberland Bank | WA | 420 | $39.9M | $31K |
| Aspire General Insurance 401(k) Profit Sharing Plan and Trust | Aspire General Insurance Services LLC | CA | 411 | $6.4M | $26K |
| Sayres and Associates LLC 401(k) Retirement Plan | Sayres and Associates LLC | DC | 375 | $23.0M | $43K |
| Sunwest Bank 401(k) Profit Sharing Plan | Sunwest Bank | CA | 373 | $22.9M | $70K |
| Lwi, Inc. 401(k) Plan | Lwi, Inc. | CA | 361 | $5.3M | $25K |
| Sentinel 401(k) and Profit Sharing Plan | Sentinel Offender Services, LLC | CA | 358 | $11.9M | $38K |
| Hardin Auto Group 401(k) Plan | Hardin Enterprises, Inc. | CA | 357 | $2.6M | $8,989 |
| Red.com 401(k) Plan | Red.com, Inc. DBA Red Digital Cinema | CA | 351 | $43.9M | $61K |
| Fedwriters 401(k) Plan | Fedwriters, Inc. | VA | 332 | $5.1M | $21K |
| Amvets 401(k) Plan | Amvets National | MD | 327 | $4.4M | $19K |
| The Corporation of Fine Arts Museums 401(k) Plan | The Corporation of Fine Arts Museums | CA | 317 | $27.4M | $36K |
Questions and answers
How many plans does The Baldwin Group Wealth Advisors serve?
65 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay The Baldwin Group Wealth Advisors?
The median plan reported $97.08 per participant in direct and indirect compensation (65 plans reporting an amount), or 0.22% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (50 plans), Investment management (6 plans), Investment advisory (participants) (5 plans) and Consulting (general) (4 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.