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Original filing (PDF)20250708155938NAL0004862913001
BROWN & BROWN, INC.
Form 5500
FILING_RECEIVED
BROWN & BROWN, INC EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed19 service providers
Active participants
12,393
Accounts w/ balance
12,841
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
1 pooled trust
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN & BROWN, INC..
Plan sponsor
Name
BROWN & BROWN, INC.
EIN
59-0864469
Address
300 NORTH BEACH STREET · DAYTONA BEACH, FL · 32114
Phone
(386) 252-9601
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
19 rowsOther
19| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $667K | — |
| NEWPORT RETIREMENT SERVICES INC | 62-1868111 | — | NONE | $87K | — |
| HANCOCK ASKEW & CO LLP | 58-0662558 | — | NONE | $39K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $21K | — |
| MARINER LLC | 20-4553256 | — | NONE | $17K | — |
| SUNCOAST EQUITY MANAGEMENT LLC | 47-4482326 | — | NONE | $17K | — |
| PREVAIL INNOVATIVE WEALTH ADVI | 82-1443118 | — | NONE | $16K | — |
| CHANEY CAPITAL MANAGEMENT INC | 91-1925976 | — | NONE | $14K | — |
| STEELPEAK WEALTH LLC | 46-1173026 | — | NONE | $13K | — |
| WALRUS PARTNERS LLC | 41-1863369 | — | NONE | $12K | — |
| SIGNATURE INVESTMENT ADVISORS | 45-3791510 | — | NONE | $10K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $9K | — |
| SINGER WEALTH ADVISORS LLC | 46-4915730 | — | NONE | $9K | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $8K | — |
| FERGUSON WELLMAN CAPITAL MANAG | 93-0646988 | — | NONE | $8K | — |
| OCCIDENTAL ASSET MGMT LLC | 46-2763324 | — | NONE | $8K | — |
| SANCTUARY ADVISORS, LLC | 47-3162022 | — | NONE | $8K | — |
| ABOUND WEALTH MANAGEMENT LLC | 81-4120898 | — | NONE | $6K | — |
| NEWEDGE ADVISORS LLC | 46-0854203 | — | NONE | $5K | — |
Investments
36 direct securities · 1 pooled fund· $2.0B(100% of reported assets)
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.
Uncategorized
$1.9B
36 holdings
Common Collective Trust
$65.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Instl Pl Fund | — | — | — | $317.7M | 18.1% | |
| JP Morgan Capital Appreciation Fund | — | — | — | $152.5M | 8.7% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | — | — | — | $152.5M | 8.7% | |
| Washington Mutual Growth and Income Fund | — | — | — | $143.5M | 8.2% | |
| Dodge & Cox Income Fund | — | — | — | $118.9M | 6.8% | |
| Vanguard Total International Stock Index Fund | — | — | — | $104.7M | 6.0% | |
| Brown & Brown, Inc. Common Stock Fund | — | — | — | $100.3M | 5.7% | |
| MFS Intl Diversification Cl R6 Value Fund | — | — | — | $85.3M | 4.9% | |
| Personal Choice Retirement Account Participant-Directed Brokerage Accounts | — | — | — | $75.6M | 4.3% | |
| GALLIARD STABLE RETURN FUND E Common Collective Trust Fund | — | — | — | $65.4M | 3.7% | |
| GALLIARD STABLE RETURN FUND E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $65.4M | 3.7% | |
| VANGUARD TOTAL BD MKT IDX INST Registered Investment Company | — | — | — | $64.1M | 3.7% | |
| Vanguard Small Cap Index Fund | — | — | — | $59.3M | 3.4% | |
| Vanguard Mid Cap Index Fund | — | — | — | $53.1M | 3.0% | |
| American Funds Europacific Growth Fund | — | — | — | $52.1M | 3.0% | |
| JP MORGAN MIDCAP VALUE L Registered Investment Company | — | — | — | $42.5M | 2.4% | |
| Vanguard Inflation-Protected Security Investors Fund | — | — | — | $40.1M | 2.3% | |
| Type Identity of Issuer of Interest, Collateral, Par or Maturity Value Cost Current Value * Schwab Government Money Investment ** $ 2 American Beacon Small Cap Value Fund | — | — | — | $31.6M | 1.8% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $29.1M | 1.7% | |
| MassMutual Select Mid Cap Growth I Fund | — | — | — | $26.7M | 1.5% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $25.8M | 1.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $23.4M | 1.3% | |
| LOOMIS SAYLES SMCAP GR CL I Registered Investment Company | — | — | — | $22.1M | 1.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $22.0M | 1.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $21.0M | 1.2% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $20.7M | 1.2% | |
| Notes Receivable from Participants - | — | — | — | $19.2M | 1.1% | |
| PARTICIPANT LOANS (4.25% - 9.50 %) | — | — | — | $19.2M | 1.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $11.9M | 0.7% | |
| Vanguard Fed Money Market Fund | — | — | — | $8.0M | 0.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $4.9M | 0.3% | |
| Vanguard Target Retirement Income Fund | — | — | — | $4.5M | 0.3% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $4.2M | 0.2% | |
| Principal Diversified Real Fund | — | — | — | $2.7M | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $1.0M | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $807K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $34K | <0.1% |