How big is Robert Brown LLC's plan?

Robert Brown LLC's plan reported $4.2M in assets and 45 participants for 2024.

Original filing (PDF)20251015122841NAL0002289715001

Robert Brown LLC

Name: Robert Brown LLC — Robert Brown Safe Harbor 401(k), Form 5500 (2024)
Creator: Robert Brown LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Brown Safe Harbor 401(k) Plan

401(k) retirement plan · Robert Brown LLC's Robert Brown Safe Harbor 401(k) Plan held $4.2M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

Robert Brown LLC's EIN is 86-1123514.

EIN 86-1123514

Plan number 001

Plan year 2024

ACK ID 20251015122841NAL0002289715001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

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 (86th percentile).

Plan sponsor

Name

ROBERT BROWN LLC

EIN

all filings

Address

1468 WEST 9TH STREET · SUITE 705 · CLEVELAND, OH · 44113

Phone

(216) 861-4414

Industry

Law Offices· Professional & Technical Services

Plan administrator