· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BROWN FINANCIAL SERVICES GROUP — BROWN FINANCIAL SERVICES GROUP 401(K) PS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250821115105NAL0008144770001
BROWN FINANCIAL SERVICES GROUP
Form 5500-SF
FILING_RECEIVED
BROWN FINANCIAL SERVICES GROUP 401(K) PS PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BROWN FINANCIAL SERVICES GROUP
.
Find decision makers
Plan sponsor
Name
BROWN FINANCIAL SERVICES GROUP
EIN
20-5934655
Address
1930 DEL PASO RD, STE 122 · SACRAMENTO, CA · 958347717
Phone
(916) 928-2207
Industry
Finance & Insurance
see all
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
2025-08-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
THORNHILL CAPITAL MANAGEMENT LLC
THORNHILL CAPITAL MANAGEMENT LLC 401K PLAN
$2.8M · 7 participants
PRIME EXECUTIONS, INC.
PRIME EXECUTIONS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$2.8M · 14 participants
VERDI WEALTH MANAGEMENT, INC.
VERDI WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
$2.9M · 5 participants
ORCA INVESTMENT MANAGEMENT, LLC
ORCA INVESTMENT MANAGEMENT, LLC SAVINGS & RETIREMENT PLAN
$2.9M · 7 participants
HARBOR WEALTH MANAGEMENT, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HARBOR WEALTH MANAGEMENT SAVINGS & RETIREMENT PLAN
$2.9M · 6 participants
MICHAEL E. FAYED FINANCIAL PLANNING
MICHAEL E. FAYED FINANCIAL PLANNING 401(K) PLAN
$2.8M · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
