Original filing (PDF)20251015120627NAL0002376147001

BROWN & JOSEPH, LLC

Name: BROWN & JOSEPH, LLC — ARMSTRONG 401(K) PLAN, Form 5500 (2024)
Creator: BROWN & JOSEPH, LLC

Form 5500

FILING_RECEIVED

ARMSTRONG 401(K) PLAN

401(k) retirement plan

Active participants

1,561

Accounts w/ balance

1,057

Plan assets (EOY)

$46.4M

Net assets (EOY)

$46.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN & JOSEPH, LLC.

Plan sponsor

Name

BROWN & JOSEPH, LLC

EIN

82-4103407

Address

ONE PIERCE PLACE, SUITE 700W · ITASCA, IL · 60143

Phone

(630) 654-1496

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK USA	01-0233346	BUFFALO, NY	RECORDKEEPER	$52K	—

Investments

1 pooled fund· $196K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
JOHN HANCOCK STABLE VALUE FUND GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 000	Common Collective Trust	$196K	0.4%

1–1 of 1

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