· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BROWNING CAPITAL MANAGEMENT LLC — BROWNING CAPITAL MANAGEMENT PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250825124000NAL0013709312001
BROWNING CAPITAL MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
BROWNING CAPITAL MANAGEMENT PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BROWNING CAPITAL MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
BROWNING CAPITAL MANAGEMENT LLC
EIN
46-4812388
Address
PO BOX 2027 · SISTERS, OR · 97759
Phone
(949) 439-7457
Industry
Finance & Insurance
see 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
2025-08-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
EDWARD J KOZNAREK, JR.
EDWARD J KOZNAREK, JR. 4019K) PLAN & TRUST
$1.9M · 2 participants
KEILLOR CAPITAL, INC.
KEILLOR CAPITAL, INC. CASH BALANCE PLAN
$1.9M · 5 participants
FAHR LLC
FAHR LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 16 participants
CATALYST CONTROLS, LLC
CATALYST CONTROLS 401(K) PLAN
$1.9M · 4 participants
DWAYNE K. DEMOND
DWAYNE K. DEMOND 401(K) PLAN
$1.9M · 3 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LAWLESS EDWARDS AND WARREN
LAWLESS EDWARDS AND WARREN 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 10 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
