How big is Brown & Roberts, Inc.'s plan?

Brown & Roberts, Inc.'s plan reported $2.6M in assets and 14 participants for 2025.

Original filing (PDF)20260317123506NAL0005216226001

Brown & Roberts, Inc.

Name: Brown & Roberts, Inc. — Brown & Roberts, Inc. Safe, Form 5500 (2025)
Creator: Brown & Roberts, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brown & Roberts, Inc. Safe Harbor 401(k) Plan

401(k) retirement plan · Brown & Roberts, Inc.'s Brown & Roberts, Inc. Safe Harbor 401(k) Plan held $2.6M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Brown & Roberts, Inc.'s EIN is 37-1391700.

EIN 37-1391700

Plan number 001

Plan year 2025

ACK ID 20260317123506NAL0005216226001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Brown & Roberts, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Brown & Roberts, Inc.'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 & ROBERTS, INC..

Finding similar companies…

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