# Brown Investment Advisory & Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/brown-investment-advisory-trust-company-401k-plan

> Brown Investment Advisory & Trust Company's 401(k) plan: 870 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| T ROWE PRICE RPS INC|NONE|$76,650|—|$76,650|

| RESOURCE INVESTMENT ADVISORS LLC|NONE|$70,000|—|$70,000|

| 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $146,650

- **Estimated Expense Ratio:** 0.053% 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|$146,742|$141|—|—|—|

| 2023|$156,349|$85|—|—|—|

| 2022|$85,570|$52,589|—|—|$17,500|

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