# Brown Brothers Harriman & Co. 401(k) Plan
Source: https://planprovider.pro/companies/brown-brothers-harriman-co-401k-plan

> Brown Brothers Harriman & Co.'s 401(k) plan: 3,303 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brown Brothers Harriman & Co.

- **Sponsor EIN:** 134973745

- **Sponsor Address:** 140 BROADWAY, NEW YORK, NY, 100051101

- **Plan Type:** 401(k)

- **Total Participants:** 3,303

- **Total Assets:** $1.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,303|$1.5B|$40.9M|$44.1M|

| 2023|3,354|$1.4B|$24.7M|$41.7M|

| 2022|3,056|$1.1B|$25.5M|$37.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$212,019|—|$212,019|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $212,019

- **Estimated Expense Ratio:** 0.014% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$220,446|—|—|—|—|

| 2023|$229,952|—|—|—|—|

| 2022|$277,628|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/brown-brothers-harriman-co-401k-plan)

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