Plan Ledger DOL Form 5500 · updated monthly

Baron Capital, Inc.401(k)

BARON CAPITAL, INC. 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Baron Capital, Inc. reported $18,768 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $32,924 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 301st-largest of 5,648 plans among New York employers on file, and the 391st of 4,798 in finance & insurance. In 2024, the employer put in $1.93 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$353,880,504
Participants with balances282
Active participants205
Employer contributions$6,749,343
Employee contributions$3,491,302
Employer contribution per active participant$32,924
Average account balance$1,254,895
Benefits paid to participants$14,760,637
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$353.9M · 282 accts · $6.7M emplr
2023$309.9M · 281 accts · $6.5M emplr
2022$285.0M · 261 accts · $5.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,200
Investment management$17,568
Total administrative$18,768
The Baron Capital, Inc. 401(k) match · 2024
Employer contribution per active participant$32,924
Median for plans this size$4,294
2024$32,924 per active participant
2023$31,236 per active participant
2022$29,742 per active participant

Baron Capital, Inc.'s 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ROLLINS FINANCIAL ADVISORS LLC · Investment advisory (participants)$11,159
CHARLES SCHWAB & CO., INC. · Securities brokerage$6,564

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$18,768 · 0.01%
2023$9,961 · 0.00%
2022$9,053 · 0.00%
Same employer
Similar plansFinance & Insurance · New York
Commerzbank AG NY$385.0M · 0.03%
Tradeweb Markets LLC NY$331.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133107580 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.