Baron Funds — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Baron Funds is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $0
- Reported indirect compensation
- $0
- Total reported compensation
- $0
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Dufresne Spencer Group Holdings, LLC | TN | 1 | $0 |
| Lift-All Company Inc | PA | 1 | $0 |
| Reid Middleton Inc | WA | 1 | $0 |
State footprint
Plans reporting Baron Funds are sponsored in PA (1), TN (1), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Dufresne Spencer Group Holdings, LLC | Ashley Furniture Homestore 401(K) Plan | 2023 | $0 | $0 |
| Reid Middleton Inc | Reid Middleton, Inc. 401(K) Retirement Plan | 2023 | $0 | $0 |
| Lift-All Company Inc | Lift-All Company, Inc. Profit Sharing Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Ashley Furniture Homestore 401(K) Plan (plan 001)
- Dufresne Spencer Group Holdings, LLC — all reported plans
- Reid Middleton, Inc. 401(K) Retirement Plan (plan 001)
- Reid Middleton Inc — all reported plans
- Lift-All Company, Inc. Profit Sharing Plan (plan 002)
- Lift-All Company Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources