What public Form 5500 filings show about the Baron, Silver, Stevens Financial Advisors, LLC 401(k) plan — and how to find and check your own account.
Baron, Silver, Stevens Financial Advisors, LLC (EIN 65-1039401) reports BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC PROFIT SHARING PLAN on its most recent Form 5500, with $5.8M in plan assets across 8 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Baron, Silver, Stevens Financial Advisors, LLC filing — schedules, fees, and providers.
Baron, Silver, Stevens Financial Advisors, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Baron, Silver, Stevens Financial Advisors, LLCHR for the recordkeeper’s name and login.
