# The Baran Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-baran-company-llc-401k-plan

> The Baran Company, LLC's 401(k) plan: 177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Baran Company, LLC

- **Sponsor EIN:** 651179820

- **Sponsor Address:** 2799 PIEDMONT ROAD NE, ATLANTA, GA, 30305

- **Plan Type:** 401(k)

- **Total Participants:** 177

- **Total Assets:** $5.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|177|$5.8M|$132,779|$889,880|

| 2023|186|$4.8M|$129,682|$927,384|

| 2022|169|$3.6M|$64,104|$943,125|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SENTRY LIFE INSURANCE COMPANY|RECORDKEEPER|$7,484|—|$7,484|

| MORNINGSTAR INVESTMENT MANAGEMENT|INVESTMENT ADVISOR|$6,946|—|$6,946|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $14,430

- **Estimated Expense Ratio:** 0.250% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$14,430|$6,946|—|—|—|

| 2023|$11,921|$6,905|—|—|—|

| 2022|$9,283|$5,793|$3,490|—|—|

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