How big is Brown Financial Services Group's plan?

Brown Financial Services Group's plan reported $2.8M in assets and 5 participants for 2024.

Original filing (PDF)20250821115105NAL0008144770001

Brown Financial Services Group

Name: Brown Financial Services Group — Brown Financial, Form 5500 (2024)
Creator: Brown Financial Services Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brown Financial Services Group 401(k) PS Plan

401(k) retirement plan · Brown Financial Services Group's Brown Financial Services Group 401(k) PS Plan held $2.8M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Lynn Cox signed Brown Financial Services Group's 2024 Form 5500 as plan administrator.

Lynn Cox — 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 Financial Services Group's EIN is 20-5934655.

EIN 20-5934655

Plan number 001

Plan year 2024

ACK ID 20250821115105NAL0008144770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brown Financial Services Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brown Financial Services Group'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 FINANCIAL SERVICES GROUP.

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score