Original filing (PDF)20250506130744NAL0009291057001

David S. Brown Enterprises, Ltd.

Name: David S. Brown Enterprises, Ltd. — David S. Brown, Form 5500 (2024)
Creator: David S. Brown Enterprises, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

David S. Brown Enterprises, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · David S. Brown Enterprises, Ltd.'s David S. Brown Enterprises, Ltd. 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024, with John Hancock as recordkeeper.

Signals · 2

Late filing · 2.7 moLate participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

3 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

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 2.7 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID S. BROWN ENTERPRISES, LTD..

Plan sponsor

Name

DAVID S. BROWN ENTERPRISES, LTD.

EIN

all filings

Address

100 PAINTERS MILL ROAD, STE 900 · OWINGS MILLS, MD · 21117

Phone

(410) 363-3434

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-04-01

Filed

2025-05-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK RETIRMENT PLAN SVCS	01-0233346	—	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NFP RETIREMENT, INC.	33-0905143	—	ADVISOR	$12K	—

Investments

3 pooled funds· $0

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.

			% of plan
METLIFE SV FUND SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	$0	—
INTERNATIONAL GROWTH FUND II RI WILMINGTON TRUST, N.A. · EIN 38-4139842 / PN 619	Common Collective Trust	$0	—
LARGE CAP GROWTH FUND III RI WILMINGTON TRUST, N.A. · EIN 38-7275327 / PN 001	Common Collective Trust	$0	—