Original filing (PDF)20251002095904NAL0000934018001

BROWN INSURANCE & FINANCIAL SERVICES, LLC

Name: BROWN INSURANCE & FINANCIAL SERVICES, LLC — BROWN INSURANCE & FINANCIAL SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BROWN INSURANCE & FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

BROWN INSURANCE & FINANCIAL SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$229K

Net assets (EOY)

$229K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BROWN INSURANCE & FINANCIAL SERVICES, LLC

EIN

87-0769426all filings

Address

1200 G STREET SE #A · WASHINGTON, DC · 20003

Phone

(571) 236-2959

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator