Original filing (PDF)20251002133441NAL0000568833001

BROWN PLUS

Name: BROWN PLUS — BROWN PLUS RETIREMENT PLAN, Form 5500 (2024)
Creator: BROWN PLUS

Form 5500

FILING_RECEIVED

BROWN PLUS RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

139

Accounts w/ balance

156

Plan assets (EOY)

$29.2M

Net assets (EOY)

$29.2M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

100

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN PLUS.

Plan sponsor

Name

BROWN PLUS

EIN

25-1644159

Address

210 GRANDVIEW AVENUE · CAMP HILL, PA · 17011

Phone

(717) 761-7171

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

PRICEKUBECKA, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASSETMARK RETIREMENT SERVICES	—	STATE COLLEGE, PA	NONE	$95K	—

Investments

32 direct securities· $28.8M(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
AssetMark Active Instl - Moderate Strateg Mutual Fund	—	—	—	$5.3M	18.1%
Fidelity 500 Index Fund Mutual Fund	—	—	—	$3.0M	10.3%
AssetMark Active Instl - Aggressive Strat Mutual Fund	—	—	—	$2.8M	9.6%
JPMorgan Large Cap Growth Fund Class R Mutual Fund	—	—	—	$1.8M	6.3%
Fidelity Mid Cap Index Fund Mutual Fund	—	—	—	$1.5M	5.0%
Vanguard Growth Index Fund Admiral Sha Mutual Fund	—	—	—	$1.4M	4.9%
AssetMark / New Frontier ERF Mutual Fund	—	—	—	$1.4M	4.9%
Vanguard Small Cap Index Fund Admiral Mutual Fund	—	—	—	$1.2M	4.2%
Vanguard Federal Money Market Fund Mutual Fund	—	—	—	$1.1M	3.9%
Fidelity International Index Fund Mutual Fund	—	—	—	$1.1M	3.8%
The Hartford International Opportunities F Mutual Fund ** 366 * American Funds New Perspective Fund C Mutual Fund	—	—	—	$1.0M	3.5%
Fidelity U.S. Bond Index Fund Mutual Fund	—	—	—	$975K	3.3%
Vanguard Value Index Fund Admiral Shar Mutual Fund	—	—	—	$774K	2.7%
BlackRock Income Fund Class K Shares Mutual Fund	—	—	—	$668K	2.3%
AssetMark Active Instl - 100% Equities S Mutual Fund	—	—	—	$603K	2.1%
AssetMark / New Frontier ERF Mutual Fund	—	—	—	$522K	1.8%
BlackRock Total Return Fund Class K Sh Mutual Fund	—	—	—	$449K	1.5%
AssetMark / New Frontier ERF Mutual Fund	—	—	—	$446K	1.5%
MFS Value Fund Class R6 Mutual Fund	—	—	—	$442K	1.5%
AssetMark Active Instl - Ultra Conservati Mutual Fund	—	—	—	$419K	1.4%
AssetMark / New Frontier ERF Mutual Fund	—	—	—	$414K	1.4%
AssetMark Active Instl - Very Conservati Mutual Fund	—	—	—	$411K	1.4%
AssetMark Active Instl - Very Aggressive Mutual Fund	—	—	—	$290K	1.0%
American Century Emerging Markets Fund Mutual Fund	—	—	—	$267K	0.9%
Cohen & Steers Real Estate Securities Fun Mutual Fund	—	—	—	$144K	0.5%
AssetMark Active Instl - Conservative Str Mutual Fund	—	—	—	$83K	0.3%
AssetMark / New Frontier ERF Mutual Fund	—	—	—	$75K	0.3%
Notes receivable from participants Bearing interest at 4.25%-9.50% -	—	—	—	$69K	0.2%
AssetMark Active Instl - 100% Bonds Stra Mutual Fund	—	—	—	$37K	0.1%
Hartford Schroders US MidCap Opportuni Mutual Fund	—	—	—	$10K	<0.1%
AssetMark / New Frontier ERF Mutual Fund	—	—	—	$8K	<0.1%
BlackRock Advantage Small Cap Core Fu Mutual Fund	—	—	—	$4K	<0.1%