401k Record

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Baron App 401(k)

Recordkeeping fees per participant · Baron App 401(k) Plan · plan year 2024

$44.84

Higher than 39% of the 7,477 plans $1 to 10M that report it.

Source

= $8,968 / 200
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002220225NAL0000884353015, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002220225NAL0000884353015, received 2025-10-02

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-02.

Cost and contributions

Administrative expenses excluding investment management, per participant

$44.84

10th: $13.66median $103.3390th: $302.77

Higher than 29% of the 14,713 plans $1 to 10M that report it.

Source

= $8,968 / 200
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002220225NAL0000884353015, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002220225NAL0000884353015, received 2025-10-02

Administrative expenses per participant

$59.74

10th: $19.42median $150.2790th: $370.75

Higher than 25% of the 15,210 plans $1 to 10M that report it.

Source

= $11,947 / 200
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002220225NAL0000884353015, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002220225NAL0000884353015, received 2025-10-02

Administrative expenses as a share of assets

0.313%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 31% of the 15,243 plans $1 to 10M that report it.

Source

= $11,947 / $3,813,702
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002220225NAL0000884353015, received 2025-10-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002220225NAL0000884353015, received 2025-10-02

Employer contributions per participant

$0

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / 200
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002220225NAL0000884353015, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002220225NAL0000884353015, received 2025-10-02

Employer share of total contributions

0.0%

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / $423,506
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002220225NAL0000884353015, received 2025-10-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002220225NAL0000884353015, received 2025-10-02

Plan terms, as stated in Baron App, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251002220225NAL0000884353015, received 2025-10-02

Full record, Baron App 401(k) Plan

FieldValueSource
Plan sponsorBARON APP, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251002220225NAL0000884353015, received 2025-10-02
Plan nameBARON APP 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251002220225NAL0000884353015, received 2025-10-02
Sponsor EIN / plan number81-4603299 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251002220225NAL0000884353015, received 2025-10-02
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251002220225NAL0000884353015, received 2025-10-02
Sponsor locationCHICAGO, ILForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251002220225NAL0000884353015, received 2025-10-02
Industry (business code)518210, InformationForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251002220225NAL0000884353015, received 2025-10-02
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251002220225NAL0000884353015, received 2025-10-02
Filing received2025-10-02Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251002220225NAL0000884353015, received 2025-10-02
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251002220225NAL0000884353015, received 2025-10-02
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251002220225NAL0000884353015, received 2025-10-02
Participants, beginning of year245Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251002220225NAL0000884353015, received 2025-10-02
Active participants38Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251002220225NAL0000884353015, received 2025-10-02
Participants, end of year202Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251002220225NAL0000884353015, received 2025-10-02
Participants with an account balance200Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002220225NAL0000884353015, received 2025-10-02
Total assets, beginning of year$3,804,391Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251002220225NAL0000884353015, received 2025-10-02
Total assets, end of year$3,813,702Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002220225NAL0000884353015, received 2025-10-02
Net assets, end of year$3,813,702Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251002220225NAL0000884353015, received 2025-10-02
Total income$914,295Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251002220225NAL0000884353015, received 2025-10-02
Net income$9,311Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251002220225NAL0000884353015, received 2025-10-02
Employer contributions$0Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002220225NAL0000884353015, received 2025-10-02
Participant contributions$419,661Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251002220225NAL0000884353015, received 2025-10-02
Other contributions (incl. rollovers)$3,845Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251002220225NAL0000884353015, received 2025-10-02
Total contributions$423,506Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002220225NAL0000884353015, received 2025-10-02
Benefit payments$893,037Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251002220225NAL0000884353015, received 2025-10-02
Total expenses (incl. benefit payments)$904,984Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251002220225NAL0000884353015, received 2025-10-02
Total administrative expenses$11,947Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002220225NAL0000884353015, received 2025-10-02
Recordkeeping fees$8,968Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002220225NAL0000884353015, received 2025-10-02
Investment advisory and management fees$2,979Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251002220225NAL0000884353015, received 2025-10-02
Administrative expenses excluding investment management$8,968derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002220225NAL0000884353015, received 2025-10-02
Held in mutual funds$3,803,562Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251002220225NAL0000884353015, received 2025-10-02
Independent auditorMILLER COOPERSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251002220225NAL0000884353015, received 2025-10-02

Position = column in the DOL layout for form year 2024. Filing 20251002220225NAL0000884353015, received 2025-10-02.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
GUIDELINE, INC.recordkeeperRECORDKEEPER 14 Plan administrator; 15 Recordkeeping and information management; 16 Consulting (general); 26 Investment advisory (participants); 27 Investment advisory (plan); 31 Named fiduciary; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees; 72 Other investment fees and expenses $11,046no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251002220225NAL0000884353015, received 2025-10-02.

What changed since the 2023 plan year

Figure20232024Change
Total assets$3,804,391$3,813,7020.2%
Participants with a balance245200-18.4%
Administrative expenses$11,493$11,9474.0%
Recordkeeping fees per participant$34.42$44.8430.3%
Employer contributions$0$0

Prior filing 20240815220103NAL0013814721010, received 2024-08-15; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: BARON APP, INC.; SEC registrant: Baron App, Inc. (CIK 1730886, matched by EIN).