Plan Snapshot
- Plan Sponsor: Brown-Forman Corporation
- Sponsor EIN: 610143150
- Sponsor Address: 850 DIXIE HIGHWAY, LOUISVILLE, KY, 402101080
- Plan Type: DB
- Total Participants: 49
- Total Assets: $17.2M
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 | 49 | $17.2M | $0 | $0 |
| 2023 | 54 | $18.3M | $0 | $0 |
| 2022 | 67 | $19.4M | $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: 0.087% 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 | $58,371 | — | $3,834 | $15,015 | — |
| 2023 | $74,528 | — | $3,510 | $14,145 | — |
| 2022 | $64,052 | — | — | — | $45,076 |