Brown And Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Brown And Company, INC.
  • Sponsor EIN: 421566594
  • Sponsor Address: 250 FILLMORE STREET, DENVER, CO, 80206
  • Plan Type: 401(k)
  • Total Participants: 7
  • Total Assets: $8.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$8.4M$123,332$95,389
20237$5.5M$113,251$98,572
20223$3.6M$82,879$77,954

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