How big is Brown Wealth Management LLC's plan?

Brown Wealth Management LLC's plan reported $1.6M in assets and 10 participants for 2024.

Original filing (PDF)20250625074125NAL0018806786001

Brown Wealth Management LLC

Name: Brown Wealth Management LLC — Brown Wealth, Form 5500 (2024)
Creator: Brown Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brown Wealth Management LLC 401(k) P/S Plan

401(k) retirement plan · Brown Wealth Management LLC's Brown Wealth Management LLC 401(k) P/S Plan held $1.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Laurie Allen signed Brown Wealth Management LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Brown Wealth Management LLC's EIN is 47-2272344.

EIN 47-2272344

Plan number 001

Plan year 2024

ACK ID 20250625074125NAL0018806786001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brown Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brown Wealth Management LLC'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 WEALTH MANAGEMENT LLC.

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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