Employers › Brown Rudnick › plan 003
Recordkeeping fees per participant · Brown Rudnick LLP 401(k) Profit Sharing Plan a · plan year 2024
$91.97
Higher than 68% of the 5,847 plans $50 to 250M that report it.
= $35,685 / 388
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015111119NAL0009257170001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015111119NAL0009257170001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$205.27
Higher than 86% of the 8,758 plans $50 to 250M that report it.
= $79,644 / 388
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015111119NAL0009257170001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015111119NAL0009257170001, received 2025-10-15
Administrative expenses per participant
$434.00
Higher than 93% of the 9,042 plans $50 to 250M that report it.
= $168,391 / 388
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015111119NAL0009257170001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015111119NAL0009257170001, received 2025-10-15
Administrative expenses as a share of assets
0.120%
Higher than 44% of the 9,049 plans $50 to 250M that report it.
= $168,391 / $140,543,181
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015111119NAL0009257170001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015111119NAL0009257170001, received 2025-10-15
Employer contributions per participant
$1,879
Higher than 30% of the 9,105 plans $50 to 250M that report it.
= $729,192 / 388
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015111119NAL0009257170001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015111119NAL0009257170001, received 2025-10-15
Employer share of total contributions
13.8%
Higher than 8% of the 9,112 plans $50 to 250M that report it.
= $729,192 / $5,273,808
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015111119NAL0009257170001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015111119NAL0009257170001, received 2025-10-15
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015111119NAL0009257170001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BROWN RUDNICK LLP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Plan name | BROWN RUDNICK LLP 401K PROFIT SHARING PLAN A | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Sponsor EIN / plan number | 04-3108175 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Sponsor location | BOSTON, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Industry (business code) | 541110, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Participants, beginning of year | 459 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Active participants | 280 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Participants, end of year | 467 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Participants with an account balance | 388 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Total assets, beginning of year | $128,089,436 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Total assets, end of year | $140,543,181 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Net assets, end of year | $140,543,181 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Total income | $23,277,696 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Net income | $12,453,745 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Employer contributions | $729,192 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Participant contributions | $3,038,423 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $1,506,193 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Total contributions | $5,273,808 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Benefit payments | $10,633,953 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $10,823,951 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Total administrative expenses | $168,391 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Contract administrator fees | $30,033 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Recordkeeping fees | $35,685 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Investment advisory and management fees | $88,747 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Administrative expenses excluding investment management | $79,644 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Held in common/collective trusts | $5,907,175 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Held in mutual funds | $112,678,798 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015111119NAL0009257170001, received 2025-10-15 |
| Independent auditor | CARON & BLETZER, PLLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015111119NAL0009257170001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015111119NAL0009257170001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INCrecordkeeper | NONE | 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees | $35,685 | no |
| FIDUCIENT ADVISORS LLC | NONE | 28 Investment management; 50 Direct payment from the plan | $34,923 | no |
| BLEAKLEY FINANCIAL GROUP LLC | NONE | 28 Investment management; 50 Direct payment from the plan | $25,839 | no |
| CARON & BLETZER PLLC | NONE | 10 Accounting (including auditing); 28 Investment management; 50 Direct payment from the plan | $22,345 | no |
| CREATIVE PLANNING LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $17,232 | no |
| PARKER BROWN MACAULAY AND SHEE | NONE | 28 Investment management; 29 Legal; 50 Direct payment from the plan | $15,114 | no |
| CAMBRIDGE INVESTMENT RESEARCH | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $9,671 | no |
| FIRST STATE TRUST COMPANY | NONE | 28 Investment management; 50 Direct payment from the plan | $6,500 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 59 Shareholder servicing fees; 62 Float revenue; 71 Securities brokerage commissions and fees | $436 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015111119NAL0009257170001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $128,089,436 | $140,543,181 | 9.7% |
| Participants with a balance | 381 | 388 | 1.8% |
| Administrative expenses | $177,968 | $168,391 | -5.4% |
| Recordkeeping fees per participant | $113.49 | $91.97 | -19.0% |
| Employer contributions | $762,700 | $729,192 | -4.4% |
Prior filing 20241014144351NAL0027593969001, received 2024-10-14; the plan years are contiguous.