James Lanni signed Brown & Brown, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brown & Brown, Inc.'s EIN is 59-0864469.
Download the official 2024 Form 5500 (PDF) for Brown & Brown, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brown & Brown, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, an ESOP, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $667K | — |
| NEWPORT RETIREMENT SERVICES INC | 62-1868111 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $87K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $21K | — |
| SUNCOAST EQUITY MANAGEMENT LLC | 47-4482326 | — | NONE | $17K | — |
| CHANEY CAPITAL MANAGEMENT INC | 91-1925976 | — | NONE | $14K | — |
| SIGNATURE INVESTMENT ADVISORS | 45-3791510 | — | NONE | $10K | — |
| SINGER WEALTH ADVISORS LLC | 46-4915730 | — | NONE | $9K | — |
| OCCIDENTAL ASSET MGMT LLC | 46-2763324 | — | NONE | $8K | — |
| SANCTUARY ADVISORS, LLC | 47-3162022 | — | NONE | $8K | — |
| NEWEDGE ADVISORS LLC | 46-0854203 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK ASKEW & CO LLP | 58-0662558 | — | NONE | $39K | — |
| MARINER LLC | 20-4553256 | — | NONE | $17K | — |
| PREVAIL INNOVATIVE WEALTH ADVI | 82-1443118 | — | NONE | $16K | — |
| STEELPEAK WEALTH LLC | 46-1173026 | — | NONE | $13K | — |
| WALRUS PARTNERS LLC | 41-1863369 | — | NONE | $12K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $9K | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $8K | — |
| FERGUSON WELLMAN CAPITAL MANAG | 93-0646988 | — | NONE | $8K | — |
| ABOUND WEALTH MANAGEMENT LLC | 81-4120898 | — | NONE | $6K | — |
