# Brown-Forman Corporation 401(k) Plan
Source: https://planprovider.pro/companies/brown-forman-corporation-611260063-001

> Brown-Forman Corporation's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brown-Forman Corporation

- **Sponsor EIN:** 611260063

- **Sponsor Address:** 850 DIXIE HIGHWAY, LOUISVILLE, KY, 402101080

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $578.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|0|$578.3M|$0|$0|

| 2023|0|$602.5M|$0|$0|

| 2022|0|$662.6M|$0|$0|

## 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|

| NISA INVESTMENT ADVISORS|Other Service Provider|$362,890|—|$362,890|

| NORTHERN TRUST COMPANY|Other Service Provider|$283,369|—|$283,369|

| METLIFE INVESTMENT MGMT HOLDINGS LL|Other Service Provider|$279,169|—|$279,169|

| CARDINAL INVESTMENT ADVISORS|Other Service Provider|$225,000|—|$225,000|

| FEDERATED INVESTORS INC|Other Service Provider|$116,119|—|$116,119|

| PRUDENTIAL INVESTMENT ADVISORS|Other Service Provider|$71,526|—|$71,526|

| FT WASHINGTON PRIVATE EQUITY INV IX|Other Service Provider|—|$33,750|$33,750|

| FT WASHINGTON PRIVATE EQUITY VIII|Other Service Provider|—|$31,141|$31,141|

| FT WASHINTON PRIVATE EQUITY VII|Other Service Provider|—|$15,335|$15,335|

| FT WASHINGTON PIVATE EQUITY OPP III|Other Service Provider|—|$7,388|$7,388|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,425,687

- **Estimated Expense Ratio:** 0.247% 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|$1,459,269|$1,175,900|—|—|—|

| 2023|$1,088,255|$711,888|$180,882|—|—|

| 2022|$1,327,716|—|—|—|$1,327,716|

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