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Original filing (PDF)20251015092927NAL0002082611001
BROWN PHYSICIANS, INC.
Form 5500
FILING_RECEIVED
BROWN PHYSICIANS, INC. 401(A) PLAN
Defined-contribution retirement plan
Active participants
1,424
Accounts w/ balance
1,556
Plan assets (EOY)
$326.3M
Net assets (EOY)
$326.3M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN PHYSICIANS, INC..
Plan sponsor
Name
BROWN PHYSICIANS, INC.
EIN
82-1858635
Address
110 ELM STREET, 2ND FLOOR · PROVIDENCE, RI · 02903
Phone
(401) 453-9623
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KAHN LITWIN RENZA & COMPANY LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID. INVEST INSTIT. OPER. CO LLC | 04-2647786 | — | RECORDKEEPER | -$34K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP | 04-2530412 | — | CONSULTANT | $9K | — |
Investments
32 direct securities· $313.8M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $44.7M | 13.7% | |
| American Funds Balanced Fund R6 | — | — | — | $31.2M | 9.6% | |
| Alliance Bernstein Large Cap Growth A | — | — | — | $26.0M | 8.0% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $25.1M | 7.7% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $22.6M | 6.9% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $20.8M | 6.4% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $15.9M | 4.9% | |
| American Funds 2035 Target Date Retirement Fund | — | — | — | $15.1M | 4.6% | |
| MFS International Diversification Fund R6 | — | — | — | $12.4M | 3.8% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $12.0M | 3.7% | |
| Fidelity Total International Index Fund | — | — | — | $8.6M | 2.6% | |
| Fidelity Mid Cap Index Fund | — | — | — | $7.7M | 2.4% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $7.0M | 2.1% | |
| Putnam Large Cap Value Fund Class R6 | — | — | — | $6.7M | 2.1% | |
| Fidelity BrokerageLink Fund | — | — | — | $6.7M | 2.1% | |
| Fidelity Government Money Market | — | — | — | $5.5M | 1.7% | |
| Fidelity Strategic Income Fund | — | — | — | $5.5M | 1.7% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $5.5M | 1.7% | |
| John Hancock Bond Fund Class R6 | — | — | — | $4.9M | 1.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $4.1M | 1.3% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $3.9M | 1.2% | |
| VY T. Rowe Price Diversified Mid Cap Growth I | — | — | — | $3.9M | 1.2% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $3.4M | 1.0% | |
| Allspring Special Small Cap Value Fund | — | — | — | $3.3M | 1.0% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $2.9M | 0.9% | |
| Vanguard FTSE Social Index Fund Admiral | — | — | — | $2.1M | 0.7% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $1.8M | 0.6% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $1.8M | 0.5% | |
| Alliance Bernstein Small Cap Growth Z | — | — | — | $1.3M | 0.4% | |
| various dates through February 2039, collateralized by participant account balances. | — | — | — | $838K | 0.3% | |
| American Funds 2010 Target Date Retirement Fund | — | — | — | $599K | 0.2% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $383K | 0.1% |