How big is Brown Rountree PC's plan?

Brown Rountree PC's plan reported $3.4M in assets and 5 participants for 2024.

Original filing (PDF)20251015143956NAL0010122018001

Brown Rountree PC

Name: Brown Rountree PC — Brown Rountree PC 401(k) Profit, Form 5500 (2024)
Creator: Brown Rountree PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brown Rountree PC 401(k) Profit Sharing Plan

401(k) retirement plan · Brown Rountree PC's Brown Rountree PC 401(k) Profit Sharing Plan held $3.4M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Brown Rountree PC's EIN is 58-2548290.

EIN 58-2548290

Plan number 001

Plan year 2024

ACK ID 20251015143956NAL0010122018001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brown Rountree PC'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 ROUNTREE PC.

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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