Brown McLeod, Inc. DBA Brown Financial Advisory

Daniel McLeod signed Brown McLeod, Inc. DBA Brown Financial Advisory's 2024 Form 5500 as plan administrator.

• Daniel McLeod — Plan Administrator — Form 5500 signer

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

Brown McLeod, Inc. DBA Brown Financial Advisory's EIN is 27-3779966.

Download the official 2024 Form 5500 (PDF) for Brown McLeod, Inc. DBA Brown Financial Advisory from the U.S. Department of Labor's EFAST2 system.

Brown McLeod, Inc. DBA Brown Financial Advisory's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).