How big is Brown, Brown and Associates, PC's plan?

Brown, Brown and Associates, PC's plan reported $409K in assets and 22 participants for 2024.

Original filing (PDF)20250714160334NAL0000809811001

Brown, Brown and Associates, PC

Name: Brown, Brown and Associates, PC — Brown, Brown and, Form 5500 (2024)
Creator: Brown, Brown and Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brown, Brown and Associates, PC 401(k) Plan

401(k) retirement plan · Brown, Brown and Associates, PC's Brown, Brown and Associates, PC 401(k) Plan held $409K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$409K

Net assets (EOY)

$409K

Plan identifiers

Brown, Brown and Associates, PC's EIN is 62-1412832.

EIN 62-1412832

Plan number 001

Plan year 2024

ACK ID 20250714160334NAL0000809811001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brown, Brown and Associates, PC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROWN, BROWN AND ASSOCIATES, 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