Filings through .
Baldwin Moffitt Behm LLP
Matched across 5 name variants in the filings
Baldwin Moffitt Behm LLP at a glance
Baldwin Moffitt Behm LLP appears on 25 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.0B in assets for 63,121 participants. The median client plan holds $47.1M. Most client plans are sponsored in AZ, CA and NM. The largest clients by plan assets are Board of Trustees Arizona Pipe Trades DC Pension Plan, Board of Trustees Arizona Pipe Trades Pension Plan and Arizona Operating Engineers Annuity Plan. Plans reported $492K in direct and indirect compensation paid to Baldwin Moffitt Behm LLP, a median of $21K per plan.
- Participants
- 63,121
- Median plan assets
- $47.1M
- Median plan participants
- 1,545
- Median fees per plan
- $21K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
Top client states
- AZ15 plans
- CA4 plans
- NM4 plans
- UT1 plan
- WA1 plan
Frequently asked questions
- Who uses Baldwin Moffitt Behm LLP?
- 25 retirement plans list Baldwin Moffitt Behm LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees Arizona Pipe Trades DC Pension Plan, Board of Trustees Arizona Pipe Trades Pension Plan, Arizona Operating Engineers Annuity Plan, New Mexico Electricians Retirement Benefit Fund and Utah Sheet Metal Pension Trust. Most client plans are sponsored in AZ, CA and NM.
- How many plans does Baldwin Moffitt Behm LLP serve?
- Baldwin Moffitt Behm LLP serves 25 retirement plans with $3.0B in plan assets and 63,121 participants, based on the latest Form 5500 filings through 2024.
- What does Baldwin Moffitt Behm LLP charge?
- Plans reported $492K in total Schedule C compensation paid to Baldwin Moffitt Behm LLP. The median plan paid $21K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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