How big is Brown & Morrison L.T.D.'s plan?

Brown & Morrison L.T.D.'s plan reported $1.6M in assets and 19 participants for 2024.

Original filing (PDF)20250904080314NAL0033328162001

Brown & Morrison L.T.D.

Name: Brown & Morrison L.T.D. — Brown & Morrison 401(k), Form 5500 (2024)
Creator: Brown & Morrison L.T.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brown & Morrison 401(k) Profit Sharing Plan

401(k) retirement plan · Brown & Morrison L.T.D.'s Brown & Morrison 401(k) Profit Sharing Plan held $1.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

T.J. Marks signed Brown & Morrison L.T.D.'s 2024 Form 5500 as plan administrator.

T.J. Marks — 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

Brown & Morrison L.T.D.'s EIN is 20-3999183.

EIN 20-3999183

Plan number 001

Plan year 2024

ACK ID 20250904080314NAL0033328162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brown & Morrison L.T.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brown & Morrison L.T.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROWN & MORRISON L.T.D..

Finding similar companies…

Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off