# Brown & Joseph, LLC 401(k) Plan
Source: https://planprovider.pro/companies/brown-joseph-llc-401k-plan

> Brown & Joseph, LLC's 401(k) plan: 1,561 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brown & Joseph, LLC

- **Sponsor EIN:** 824103407

- **Sponsor Address:** ONE PIERCE PLACE, SUITE 700W, ITASCA, IL, 60143

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

- **Total Participants:** 1,561

- **Total Assets:** $46.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|1,561|$46.4M|$2.3M|$4.6M|

| 2023|1,030|$22.4M|$309,248|$522,290|

| 2022|209|$1.2M|$273,424|$460,876|

## 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|

| JOHN HANCOCK USA|RECORDKEEPER|$51,653|—|$51,653|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK USA](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,653

- **Estimated Expense Ratio:** 0.111% 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|$71,411|—|$71,411|—|—|

| 2023|$1,715|—|$1,715|—|—|

| 2022|$4,190|—|$4,190|—|—|

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