Plan Snapshot
- Plan Sponsor: Brown Physicians, INC.
- Sponsor EIN: 821858635
- Sponsor Address: 110 ELM STREET, 2ND FLOOR, PROVIDENCE, RI, 02903
- Plan Type: 403(b)
- Total Participants: 1,424
- Total Assets: $280.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,424 | $280.2M | $0 | $14.0M |
| 2023 | 1,229 | $248.2M | $0 | $13.0M |
| 2022 | 1,259 | $207.5M | $0 | $11.8M |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO. LTD | Auditor | — | — | $0 |
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 | -$61,498 | $3,133 | $300 | — | — |
| 2023 | -$18,083 | $2,640 | $300 | — | — |
| 2022 | $14,340 | — | — | — | — |