Back to filter
Original filing (PDF)20241014125015NAL0026185617001
BROUSE MCDOWELL,
Form 5500
FILING_RECEIVED
BROUSE MCDOWELL RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
124
Accounts w/ balance
169
Plan assets (EOY)
$52.5M
Net assets (EOY)
$52.5M
How this plan invests
This plan
23 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROUSE MCDOWELL,.
Plan sponsor
Name
BROUSE MCDOWELL,
DBA
A LEGAL PROFESSIONAL ASSOCIATION
EIN
34-1108723
Address
388 SOUTH MAIN STREET SUITE 500 · AKRON, OH · 44311
Phone
(330) 535-5711
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLBROOK & MANTER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | OTHER | $50K | — |
Investments
23 pooled funds· $45.3M(86% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$31.8M
21 holdings
Pooled Separate Account
$13.4M
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| METWEST CORE PLUS BOND (IS PLATFORM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 826 | Pooled Separate Account | $7.8M | 14.8% |
| NT COL S&P 500 IDX FD - DC - NL - 4 NORTHERN FUNDS · EIN 45-6138589 / PN 001 | Common Collective Trust | $6.0M | 11.4% |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | $5.6M | 10.7% |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | $4.4M | 8.4% |
| WILMGN TR EURPAC GROW CT GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | $3.3M | 6.3% |
| NT COL EXT EQ MKT IDX FD - DC - NL NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | $2.9M | 5.5% |
| T. ROWE PRICE RETIREMENT 2035 TR-J T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | $2.6M | 5.0% |
| T. ROWE PRICE RETIREMENT 2040 TR-J T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | $1.9M | 3.7% |
| T. ROWE PRICE RETIREMENT 2025 TR-J T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | $1.9M | 3.5% |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | $1.8M | 3.4% |
| T. ROWE PRICE RETIREMENT 2045 TR-J T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | $1.6M | 3.1% |
| T. ROWE PRICE RETIREMENT 2030 TR-J T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | $1.2M | 2.4% |
| T. ROWE PRICE RETIREMENT 2050 TR-J T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | $1.0M | 2.0% |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | $988K | 1.9% |
| NT COL AGG BOND INDEX FUND - NL - 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | $722K | 1.4% |
| NT COL ACWI EX-US IMI FD - DC - NL NORTHERN FUNDS · EIN 45-6138589 / PN 125 | Common Collective Trust | $515K | 1.0% |
| T. ROWE PRICE RETIREMENT 2055 TR-J T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | $371K | 0.7% |
| T. ROWE PRICE RETIREMENT 2020 TR-J T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | $358K | 0.7% |
| T. ROWE PRICE RETIREMENT 2060 TR-J T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | $64K | 0.1% |
| T. ROWE PRICE RETIREMENT 2065 TR-J T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | $36K | <0.1% |
| T. ROWE PRICE RETIREMENT 2005 TR-J T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | $22K | <0.1% |
| T. ROWE PRICE RETIREMENT 2015 TR-J T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | $1K | <0.1% |
| T. ROWE PRICE RETIREMENT 2010 TR-J T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | $0 | <0.1% |
Related plans
Other plans using CAPFINANCIAL PARTNERS LLC DBA CAPTR
ERICSSON INC.
ERICSSON US 401(K) PLAN
$3.8B · 4,401 participants
AMCOR FLEXIBLES NORTH AMERICA, INC.
AMCOR 401(K) PLAN
$1.2B · 6,523 participants
CLEAN HARBORS ENVIROMENTAL SERVICES, INC.
CLEAN HARBORS SAVINGS AND RETIREMENT PLAN
$1.2B · 18,877 participants
CONSTELLATION BRANDS, INC.
CONSTELLATION BRANDS, INC. 401(K) AND PROFIT SHARING PLAN
$1.1B · 4,111 participants
OLYMPUS CORPORATION OF THE AMERICAS
OLYMPUS CORPORATION OF THE AMERICAS 401K SAVINGS PLAN
$1.1B · 4,648 participants
ASSUREDPARTNERS, INC.
ASSUREDPARTNERS 401(K) PLAN
$1.1B · 9,755 participants
Similar-size Professional & Technical Services plans
NORTHWEST JUSTICE PROJECT
NORTHWEST JUSTICE PROJECT 403 (B) PLAN
$52.7M · 345 participants
SOUTHERN ENVIRONMENTAL LAW CENTER
SOUTHERN ENVIRONMENTAL LAW CENTER RETIREMENT & EMPLOYEE SAVINGS PLAN
$51.6M · 219 participants
GRAY REED & MCGRAW LLP
GRAY REED PROFIT SHARING PLAN
$54.1M · 162 participants
JONES, SKELTON & HOCHULI, P.L.C.
JONES, SKELTON & HOCHULI, P.L.C. SECTION 401(K) PROFIT SHARING PLAN
$54.3M · 148 participants
SEGAL MCCAMBRIDGE SINGER & MAHONEY, LTD.
SEGAL MCCAMBRIDGE SINGER & MAHONEY, LTD. 401(K) PROFIT SHARING PLAN
$54.3M · 359 participants
THE LEGAL AID SOCIETY
THE LEGAL AID SOCIETY RETIREMENT PLAN
$55.4M · 67 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants