How big is Brown Physicians, Inc.'s plan?

Brown Physicians, Inc.'s plan reported $326.3M in assets and 1,424 participants for 2024.

Original filing (PDF)20251015092927NAL0002082611001

Brown Physicians, Inc.

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

Form 5500

FILING_RECEIVED

Brown Physicians, Inc. 401(a) Plan

Defined-contribution retirement plan · Brown Physicians, Inc.'s Brown Physicians, Inc. 401(a) Plan held $326.3M in plan assets for 1,424 participants in 2024, with Fidelity as recordkeeper.

Active participants

1,424

Accounts w/ balance

1,556

Plan assets (EOY)

$326.3M

Net assets (EOY)

$326.3M

Plan identifiers

Brown Physicians, Inc.'s EIN is 82-1858635.

EIN 82-1858635

Plan number 001

Plan year 2024

ACK ID 20251015092927NAL0002082611001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Brown Physicians, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Below-peer total plan cost (99th percentile).

Plan sponsor

Name

BROWN PHYSICIANS, INC.

EIN

all filings

Address

110 ELM STREET, 2ND FLOOR · PROVIDENCE, RI · 02903

Phone

(401) 453-9623

Industry

Offices of Physicians· Health Care & Social Assistance

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 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID. INVEST INSTIT. OPER. CO LLC	04-2647786	—	RECORDKEEPER	-$34K	—

Advisor / Consultant

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)

Mutual Funds

$199.3M

19 holdings

Common Collective Trusts

$74.4M

7 holdings

Other securities

$40.0M

6 holdings

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$44.7M	13.7%
American Funds Balanced Fund R6	Mutual Funds	—	—	$31.2M	9.6%
Alliance Bernstein Large Cap Growth A	Other securities	—	—	$26.0M	8.0%
American Funds 2030 Target Date Retirement Fund	Mutual Funds	—	—	$25.1M	7.7%
American Funds 2045 Target Date Retirement Fund	Mutual Funds	—	—	$22.6M	6.9%
American Funds 2040 Target Date Retirement Fund	Mutual Funds	—	—	$20.8M	6.4%
American Funds 2050 Target Date Retirement Fund	Mutual Funds	—	—	$15.9M	4.9%
American Funds 2035 Target Date Retirement Fund	Mutual Funds	—	—	$15.1M	4.6%
MFS International Diversification Fund R6	Mutual Funds	—	—	$12.4M	3.8%
American Funds 2025 Target Date Retirement Fund	Mutual Funds	—	—	$12.0M	3.7%
Fidelity Total International Index Fund	Common Collective Trusts	—	—	$8.6M	2.6%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$7.7M	2.4%
American Funds 2055 Target Date Retirement Fund	Mutual Funds	—	—	$7.0M	2.1%
Putnam Large Cap Value Fund Class R6	Mutual Funds	—	—	$6.7M	2.1%
Fidelity BrokerageLink Fund	Mutual Funds	—	—	$6.7M	2.1%
Fidelity Government Money Market	Mutual Funds	—	—	$5.5M	1.7%
Fidelity Strategic Income Fund	Mutual Funds	—	—	$5.5M	1.7%
Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$5.5M	1.7%
John Hancock Bond Fund Class R6	Other securities	—	—	$4.9M	1.5%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$4.1M	1.3%
American Funds 2020 Target Date Retirement Fund	Mutual Funds	—	—	$3.9M	1.2%
VY T. Rowe Price Diversified Mid Cap Growth I	Other securities	—	—	$3.9M	1.2%
MFS Mid Cap Value Fund Class R6	Mutual Funds	—	—	$3.4M	1.0%
Allspring Special Small Cap Value Fund	Other securities	—	—	$3.3M	1.0%
American Funds 2015 Target Date Retirement Fund	Mutual Funds	—	—	$2.9M	0.9%
Vanguard FTSE Social Index Fund Admiral	Common Collective Trusts	—	—	$2.1M	0.7%
Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$1.8M	0.6%
American Funds 2060 Target Date Retirement Fund	Mutual Funds	—	—	$1.8M	0.5%
Alliance Bernstein Small Cap Growth Z	Other securities	—	—	$1.3M	0.4%
various dates through February 2039, collateralized by participant account balances.	Other securities	—	—	$838K	0.3%
American Funds 2010 Target Date Retirement Fund	Mutual Funds	—	—	$599K	0.2%
American Funds 2065 Target Date Retirement Fund	Mutual Funds	—	—	$383K	0.1%