Plan Snapshot
- Plan Sponsor: Brown Investment Advisory & Trust Company
- Sponsor EIN: 521811121
- Sponsor Address: 901 SOUTH BOND STREET, BALTIMORE, MD, 212313340
- Plan Type: 401(k)
- Total Participants: 870
- Total Assets: $275.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 870 | $275.8M | $6.0M | $13.7M |
| 2023 | 810 | $232.6M | $5.7M | $12.6M |
| 2022 | 789 | $182.7M | $5.3M | $11.2M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $146,742 | $141 | — | — | — |
| 2023 | $156,349 | $85 | — | — | — |
| 2022 | $85,570 | $52,589 | — | — | $17,500 |