Kenneth S. Baron & Co. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kenneth S. Baron & Co.
  • Sponsor EIN: 942353319
  • Sponsor Address: 162 28TH AVENUE, SAN FRANCISCO, CA, 94121
  • Plan Type: DC
  • Total Participants: 5
  • Total Assets: $4.1M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$4.1M$48,604$0
20235$3.2M$55,100$0
20225$3.2M$50,618$0

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