Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BROWN AND COMPANY, INC.
EIN 42-1566594financial servicesLatest filing 2025
Plans
2
Retirement
2
$12.8M assets
Welfare
0
Participants
17
250 FILLMORE STREET, SUITE 475 - DENVER, CO 80206303-863-7112brownandco.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.8M assets / 17 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BROWN AND COMPANY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$8.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BROWN AND COMPANY, INC. CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$4.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BROWN AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | 401k | $8.4M | 8 | 2024 | |
| 001 | BROWN AND COMPANY, INC. CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $4.4M | 9 | 2025 |
Retirement plans