How big is James Graham Brown Foundation's plan?

James Graham Brown Foundation's plan reported $4.2M in assets and 7 participants for 2024.

Original filing (PDF)20250721133935NAL0000710595002

James Graham Brown Foundation

Name: James Graham Brown Foundation — James Graham Brown, Form 5500 (2024)
Creator: James Graham Brown Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Graham Brown Foundation 401(k) Plan

401(k) retirement plan · James Graham Brown Foundation's James Graham Brown Foundation 401(k) Plan held $4.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

James Graham Brown Foundation's EIN is 61-0724060.

EIN 61-0724060

Plan number 002

Plan year 2024

ACK ID 20250721133935NAL0000710595002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James Graham Brown Foundation'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 JAMES GRAHAM BROWN FOUNDATION.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JAMES GRAHAM BROWN FOUNDATION

EIN

all filings

Address

471 W. MAIN STREET · SUITE 401 · LOUISVILLE, KY · 40202

Phone

(502) 896-2440

Industry

Other Services (ex. Public Admin)

Plan administrator