Back to filter
Original filing (PDF)20250714183737NAL0001390945001
BROWN CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
BROWN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
101
Accounts w/ balance
111
Plan assets (EOY)
$2.1M
Net assets (EOY)
-$43.9M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN CONSTRUCTION, INC..
Plan sponsor
Name
BROWN CONSTRUCTION, INC.
EIN
95-2703832
Address
1465 ENTERPRISE BOULEVARD · WEST SACRAMENTO, CA · 95691
Phone
(916) 373-9300
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-14
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Construction plans
COBO CONSTRUCTION CORP.
COBO CONSTRUCTION CORP. RETIREMENT PLAN AND TRUST
$2.1M · 6 participants
SANDCASTLE CONSTRUCTION, INC.
SANDCASTLE CONSTRUCTION, INC 401(K) PLAN
$2.1M · 4 participants
RED POINT DEVELOPMENT, INC.
RED POINT DEVELOPMENT 401(K) PLAN
$2.1M · 8 participants
BRUDER CONSTRUCTION, INC.
BRUDER CONSTRUCTION PROFIT SHARING 401(K) PLAN
$2.1M · 15 participants
BELLAMY CONSTRUCTION COMPANY, INC.
BELLAMY CONSTRUCTION COMPANY, INC. 401(K) PLAN
$2.1M · 29 participants
EMPIRE CONSTRUCTION CO.
EMPIRE CONSTRUCTION CO. 401(K) PLAN
$2.1M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B