Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OWEN J. BROWN & ASSOCIATES
EIN 94-2231376consumer goodsLatest filing 2024
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 11 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
OWEN J. BROWN & ASSOCIATES PENSION PLAN
TraditionalDB
Assets$3.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
OWEN J. BROWN & ASSOCIATES PROFIT SHARING PLAN
ProfitSharing
Assets$116K
Participants5
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 | OWEN J. BROWN & ASSOCIATES PENSION PLAN | TraditionalDB | $3.6M | 6 | 2024 | |
| 003 | OWEN J. BROWN & ASSOCIATES PROFIT SHARING PLAN | ProfitSharing | $116K | 5 | 2024 |
Retirement plans