Baron Capital, Inc. 401(k) Profit Sharing Plan
Sponsored by Baron Capital, Inc. · EIN 133107580 · Plan #001
- Total assets
- $354M
- Net assets
- $354M
- Active participants
- 205
- With balances
- 282
Plan year beginning 03/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rollins Financial Advisors, Llc CRD 312921 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rollins Financial Advisors Llc | Investment advisory (participants), Direct payment from the plan | $11,159 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $6,564 |