How big is Brevan Howard Inc.'s plan?

Brevan Howard Inc.'s plan reported $43.5M in assets and 322 participants for 2024.

Original filing (PDF)20250812115009NAL0009828448001

Brevan Howard Inc.

Name: Brevan Howard Inc. — Brevan Howard 401(k) Plan, Form 5500 (2024)
Creator: Brevan Howard Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Brevan Howard 401(k) Plan

401(k) retirement plan · Brevan Howard Inc.'s Brevan Howard 401(k) Plan held $43.5M in plan assets for 322 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

30% in single holding

Active participants

322

Accounts w/ balance

458

Plan assets (EOY)

$43.5M

Net assets (EOY)

$43.5M

People on this filing

Christopher Dixon signed Brevan Howard Inc.'s 2024 Form 5500 as plan administrator.

Christopher Dixon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brevan Howard Inc.'s EIN is 11-3733651.

EIN 11-3733651

Plan number 001

Plan year 2024

ACK ID 20250812115009NAL0009828448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brevan Howard Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brevan Howard Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

BREVAN HOWARD INC.

EIN

all filings

Address

1345 AVENUES OF AMERICAS · 28TH FLOOR · NEW YORK, NY · 10105

Phone

(212) 418-8200

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$34K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$27K	—
MAYFLOWER FINANCIAL ADVISORS LLC

Investments

28 direct securities· $43.3M(99% of reported assets)

Common Collective Trusts

$22.4M

8 holdings

Mutual Funds

$19.8M

17 holdings

Other securities

$1.1M

3 holdings

					% of plan
Fidelity 500 Index Fund "	Common Collective Trusts	—	—	$13.2M	30.2%
Vanguard Target Retirement 2050 Fund "	Mutual Funds	—	—	$3.4M	7.9%
Fidelity Large Cap Growth Index Fund "	Common Collective Trusts	—	—	$3.2M	7.4%
Vanguard Target Retirement 2060 Fund "	Mutual Funds	—	—	$3.0M	6.9%
Vanguard Treasury Money Market Fund "	Mutual Funds	—	—	$2.1M	4.8%
Vanguard Target Retirement 2055 Fund Mutual fund	Mutual Funds	—	—	$2.1M	4.8%
Vanguard Target Retirement 2035 Fund "	Mutual Funds	—	—	$1.9M	4.4%
Vanguard Target Retirement 2040 Fund "	Mutual Funds	—	—	$1.9M	4.4%
Vanguard Target Retirement 2045 Fund "	Mutual Funds	—	—	$1.9M	4.3%
Fidelity Small Cap Index Fund "	Common Collective Trusts	—	—	$1.8M	4.1%
Fidelity Mid Cap Index Fund "	Common Collective Trusts	—	—	$1.5M	3.5%
Vanguard Total Bond Market Index Fund "	Common Collective Trusts	—	—	$1.0M	2.4%
MFS International Diversification Fund "	Mutual Funds	—	—	$828K	1.9%
Vanguard Developed Markets Index Fund "	Common Collective Trusts	—	—	$716K	1.6%
Vanguard Target Retirement 2030 Fund "	Mutual Funds	—	—	$715K	1.6%
Fidelity Large Cap Value Index Fund "	Common Collective Trusts	—	—	$595K	1.4%
JPMorgan Core Bond Fund "	Other securities	—	—	$520K	1.2%
Fidelity Emerging Markets Fund "	Mutual Funds	—	—	$499K	1.1%
American Funds American Balanced Fund "	Mutual Funds	—	—	$480K	1.1%
Fidelity Inflation-Protected Bond Index Fund "	Common Collective Trusts	—	—	$347K	0.8%
Cohen & Steers Real Estate Securities Fund "	Other securities	—	—	$344K	0.8%
PIMCO International Bond (U.S. Dollar-Hedged) Fund "	Mutual Funds	—	—	$280K	0.6%
BlackRock High Yield Bond Portfolio Fund "	Other securities	—	—	$277K	0.6%
Vanguard Emerging Markets Bond Fund "	Mutual Funds	—	—	$213K	0.5%
Vanguard Target Retirement 2065 Fund "	Mutual Funds	—	—	$186K	0.4%
Vanguard Target Retirement Income Fund " ** 131 Vanguard Target Retirement 2025 Fund "	Mutual Funds	—	—	$183K	0.4%
Vanguard Target Retirement 2020 Fund "	Mutual Funds	—	—	$30K	<0.1%
Vanguard Target Retirement 2070 Fund "	Mutual Funds	—	—	$6K	<0.1%