How big is Brown & Haley's plan?

Brown & Haley's plan reported $8.9M in assets and 71 participants for 2023.

Original filing (PDF)20250325120412NAL0023897408001

Brown & Haley

Name: Brown & Haley — Brown & Haley 401(k) Retirement Plan, Form 5500 (2023)
Creator: Brown & Haley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brown & Haley 401(k) Retirement Plan for NON-Bargaining UNIT Employees

401(k) retirement plan · Brown & Haley's Brown & Haley 401(k) Retirement Plan for NON-Bargaining UNIT Employees held $8.9M in plan assets for 71 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

Plan identifiers

Brown & Haley's EIN is 91-0157130.

EIN 91-0157130

Plan number 004

Plan year 2023

ACK ID 20250325120412NAL0023897408001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Brown & Haley from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Brown & Haley's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 & HALEY.

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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