Sponsor portfolio
BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC
EIN 65-1039401financial servicesLatest filing 2024
Plans
1
Retirement
1
$5.8M assets
Welfare
0
Participants
9
4800 N. FEDERAL HIGHWAY, SUITE 210A - BOCA RATON, FL 33431561-447-1997LinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN | 401k | $5.8M | 9 | 2024 |
Retirement plans