401k Lookup

Baker Tilly Advisory Group Parent 401(k) and pension plans

Baker Tilly Advisory Group Parent, LP, Chicago, IL. EIN 99-1405547. Annual reports 2009–2024. Also filed as Baker Tilly Virchow Krause LLP; Baker Tilly Virchow Krause, LLP; Baker Tilly US, LLP.

Baker Tilly Advisory Group Parent, LP has 2 active retirement plans on file. The largest is the Baker Tilly Advisory Group Parent, LP Savings Plan, with 9,464 participants and $1.3 billion in assets in 2024. Fidelity has been its recordkeeper since 2012.

Active plans
2
Participants
9,921
Plan assets
$1.4 billion
401(k) recordkeeper
Fidelity
Plans on file
2
Industry
Professional services

All 2 plans

Active plans first

Baker Tilly Advisory Group Parent, LP Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 99-1405547
Participants (2024)
9,464
Net assets (2024)
$1.3 billion
Recordkeeper
FidelityEarlier: Milliman (2009–2011)
Plan administrator
Baker Tilly Advisory Group Parent, LP
205 N Michigan ST Suite 2700
Chicago, IL 60601
(608) 240-2426As filed for 2024
In effect since
October 1, 1984

Plans merged into this one: Parentebeard LLC 401(k) Retirement Plan (2014); Moss Adams LLP Profit Sharing 401(k) Plan-Partners and Principals (2025).

Earlier sponsors: Baker Tilly Virchow Krause LLP (2009–2019); Baker Tilly US, LLP (2020–2022).

Earlier plan names: Baker Tilly Virchow Krause LLP 401(k) Savings Plan; Baker Tilly Virchow Krause, LLP 401(k) Savings Plan; Baker Tilly US, LLP 401(k) Savings Plan; Baker Tilly Advisory Group Parent, LP.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20249,464$1.3 billionFidelity
202310,195$1.2 billionFidelity
20229,449$946 millionFidelity
20218,225$854 millionFidelity
20206,488$848 millionFidelity
20195,598$603 millionFidelity
20184,992$535 millionFidelity
20174,397$476 millionFidelity
20164,262$418 millionFidelity
20154,079$358 millionFidelity
20143,842$340 millionFidelity
20132,842$213 millionFidelity
20122,250$172 millionFidelity
20112,240$144 millionMilliman
20102,247$148 millionMilliman
20092,028$101 millionMilliman

Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
005Employer EIN 99-1405547
Participants (2024)
457
Net assets (2024)
$47.4 million
Plan administrator
Baker Tilly Advisory Group Parent, LP
205 N Michigan ST, Suite 2700
Chicago, IL 60601
(608) 240-2426As filed for 2024
In effect since
June 1, 2022

Earlier sponsor: Baker Tilly US, LLP (2022).

Earlier plan names: Baker Tilly US, LLP Market-Based Cash Balance Plan.

Year by year, 2022 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024457$47.4 millionnot listed
2023420$35.2 millionnot listed
2022397$12.9 millionnot listed

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Baker Tilly Advisory Group Parent, LP Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((608) 240-2426). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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