2023 Form 5500 filing — Brown Advisory 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240827072115NAL0010313009001) for Brown Advisory 401(K) Plan, reported by Brown Investment Advisory & Trust Company under EIN 52-1811121 and plan number 001. It reports 1,123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827072115NAL0010313009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brown Investment Advisory & Trust Company
- EIN
- 52-1811121
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 1,123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $232,570,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $232,570,814
- Employer contributions
- $5,747,206
- Participant contributions
- $12,616,890
- Total income / additions
- $60,712,940
- Benefits paid
- $10,678,505
- Administrative expenses
- $156,349
- Total expenses
- $10,834,854
- Net increase / (decrease)
- $49,878,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $85,264 | $0 |
| Resource Investment Advisors LLC | NONE | $52,500 | not reported in the loaded dataset |
| Retirement Investment Advisors LLC | NONE | $17,500 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $325 | $0 |