What public Form 5500 filings show about the Brown Investment Advisory & Trust Company 401(k) plan — and how to find and check your own account.
Brown Investment Advisory & Trust Company (EIN 52-1811121) reports BROWN ADVISORY 401(K) PLAN on its most recent Form 5500, with $275.8M in plan assets across 870 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Brown Investment Advisory & Trust Company filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Brown Investment Advisory & Trust Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RESOURCE INVESTMENT ADVISORS, CHARLES SCHWAB & CO.
