Who sponsors the Brown Advisory 401(K) Plan?

Brown Advisory 401(K) Plan is reported as sponsored by Brown Investment Advisory & Trust Company (EIN 52-1811121, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Brown Advisory 401(K) Plan?

The latest Form 5500 filing year loaded for Brown Advisory 401(K) Plan is 2023.

How many participants does Brown Advisory 401(K) Plan report?

Brown Advisory 401(K) Plan reports 1,123 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Brown Advisory 401(K) Plan?

Brown Advisory 401(K) Plan reports $232,570,814 in end-of-year plan assets in its latest loaded Form 5500 filing.

Brown Advisory 401(K) Plan — Form 5500 plan (Brown Investment Advisory & Trust Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Brown Advisory 401(K) Plan is a benefit plan reported by Brown Investment Advisory & Trust Company under EIN 52-1811121 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,123 participants and $232,570,814 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor: Brown Investment Advisory & Trust Company
EIN: 52-1811121
Plan number: 001
Plan type: 2
Location: Baltimore, MD
Latest filing year: 2023
Participants: 1,123
End-of-year plan assets: $232,570,814

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	1,123	H, C	20240827072115NAL0010313009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY): $232,570,814
Total liabilities (EOY): $0
Net assets (EOY): $232,570,814
Net assets (BOY): $182,692,728

Income & contributions

Employer contributions: $5,747,206
Participant contributions: $12,616,890
Total contributions: $20,128,989
Total income / additions: $60,712,940

Expenses & distributions

Benefits paid: $10,678,505
Administrative expenses: $156,349
Total expenses: $10,834,854
Net increase / (decrease): $49,878,086

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
T Rowe Price Rps Inc	NONE	$85,264	$0	2023
Resource Investment Advisors LLC	NONE	$52,500	not reported in the loaded dataset	2023
Retirement Investment Advisors LLC	NONE	$17,500	not reported in the loaded dataset	2023
Charles Schwab & Co., Inc.	NONE	$325	$0	2023