# BROWN UNIVERSITY DEFINED CONTRIBUTION DEFERRED VESTING RETIREMENT PLAN

Retirement plan sponsored by **BROWN UNIVERSITY**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | BROWN UNIVERSITY |
| EIN | 050258809 |
| Plan number | 107 |
| Plan year | 2025 |
| Location | PROVIDENCE, RI |
| Industry | higher education |
| Total assets (end of year) | $1.18B |
| Participants | 12,566 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Securities brokerage commissions and fees; Recordkeeping fees; Account maintenance fees; Direct payment from the plan |
| TIAA | Investment management; Investment management fees paid indirectly by plan; Sales loads (front end and deferred); Participant communication; Insurance mortality and expense charge; Investment advisory (plan); Consulting (pension); Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan |
| STRATEGIC ADVISORS, INC. | Direct payment from the plan; Investment advisory (plan) |
| FIDELITY INVESTMENTS INSTITUTIONAL | Sub-transfer agency fees |

## Other plans from this sponsor

- BROWN UNIVERSITY DEFINED CONTRIBUTION LEGACY RETIREMENT PLAN: https://planoptica.com/retirement/050258809-108
- BROWN UNIVERSITY DINING SERVICES AND FACILITIES MANAGEMENT EMPLOYEES PENSION PLAN: https://planoptica.com/retirement/050258809-003

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/050258809-107
- Cite as: PlanOptica, https://planoptica.com/retirement/050258809-107
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers