# Brown-Forman Corporation DB Plan
Source: https://planprovider.pro/companies/brown-forman-corporation-plan-001-3150

> Brown-Forman Corporation's DB plan: 87 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:** 610143150

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

- **Plan Type:** DB

- **Total Participants:** 87

- **Total Assets:** $35.0M

## 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|87|$35.0M|$0|$0|

| 2023|95|$38.6M|$0|$0|

| 2022|103|$40.1M|$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|

| CROWE LLP|Auditor|$15,015|—|$15,015|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,015

- **Estimated Expense Ratio:** 0.043% 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|$101,172|—|$8,081|$15,015|—|

| 2023|$96,396|—|$7,149|$14,145|—|

| 2022|$101,111|—|—|—|$66,414|

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