Retirement plan

BARON BROWN STUDIO, INC. PROFIT SHARING PLAN

Name: BARON BROWN STUDIO, INC. - BARON BROWN STUDIO, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: BARON BROWN STUDIO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARON BROWN STUDIO, INC. PROFIT SHARING PLAN, BARON BROWN STUDIO, INC.

BARON BROWN STUDIO, INC.EIN 95-4182778Plan #001PY 2025

11400 W OLYMPIC BLVD SUITE 200 - LOS ANGELES, CA 90064310-579-2744baronbrown.comLinkedIn1-10 employeesprofessional training & coaching

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$851K

+3.5% from 2024

Total participants

0.0% from 2024

Average account balance

$70,948

-5.1% from 2024

Annual return

11.01%

+4.45 pp from 2024

Benchmarks

See 6,834 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,834 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$851K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$71K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.01%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$7878

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$95K

$8594 / participant

Other / not subdivided$95K100.0%

% of EOY assets

11.103%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,948

$154,754-54.2%

$124,206-42.9%

$138,895-48.9%

Participation rate

90.9%

75.5%+15.4pp

69.6%+21.3pp

79.9%+11.0pp

Annual return

11.01%

709.28%-698.3pp

515.27%-504.3pp

145.39%-134.4pp

Employer contribution / active EE

$939

$4,446-78.9%

$3,540-73.5%

$4,194-77.6%

Participant deferral / active EE

$1,634

$4,621-64.6%

$3,968-58.8%

$6,396-74.5%

Admin fee / account holder

$7,878

$6,690+17.8%

$5,929+32.9%

$12,562-37.3%

BARON BROWN STUDIO, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARON BROWN STUDIO, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion