Brown & Brown, Inc Employee Savings Plan
Sponsored by Brown & Brown, Inc. · EIN 590864469 · Plan #002
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 12,393
- With balances
- 12,841
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Mariner, Llc CRD 140195 | deterministic · 100% | 2024 |
| Suncoast Equity Management, Llc CRD 108289 | deterministic · 100% | 2024 |
| Prevail Innovative Wealth Advisors, Llc CRD 288641 | fuzzy_auto · 98% | 2024 |
| Chaney Capital Management Inc. CRD 116511 | deterministic · 100% | 2024 |
| Steelpeak Wealth, Llc CRD 165168 | deterministic · 100% | 2024 |
| Walrus Partners, Llc CRD 115071 | deterministic · 100% | 2024 |
| Signature Investment Advisors, Llc CRD 160715 | deterministic · 100% | 2024 |
| Singer Wealth Advisors Llc CRD 317218 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
| Ferguson Wellman Capital Management, Inc. CRD 104692 | fuzzy_auto · 97% | 2024 |
| Occidental Asset Management, Llc CRD 168650 | fuzzy_auto · 96% | 2024 |
| Sanctuary Wealth Advisors Llc CRD 285428 | deterministic · 100% | 2024 |
| Abound Wealth Management, Llc CRD 285903 | deterministic · 100% | 2024 |
| Newedge Advisors, Llc CRD 171351 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $666,522 |
| Newport Retirement Services Inc | Investment management, Direct payment from the plan | $87,469 |
| Hancock Askew & Co Llp | Accounting, Direct payment from the plan | $38,500 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $20,869 |
| Mariner Llc | Investment advisory (participants), Direct payment from the plan | $16,814 |
| Suncoast Equity Management Llc | Investment advisory (participants), Direct payment from the plan | $16,582 |
| Prevail Innovative Wealth Advi | Investment advisory (participants), Direct payment from the plan | $16,212 |
| Chaney Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $14,103 |
| Steelpeak Wealth Llc | Investment advisory (participants), Direct payment from the plan | $12,678 |
| Walrus Partners Llc | Investment advisory (participants), Direct payment from the plan | $12,325 |
| Signature Investment Advisors | Investment advisory (participants), Direct payment from the plan | $9,691 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $9,050 |
| Singer Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $8,661 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $8,437 |
| Ferguson Wellman Capital Manag | Investment advisory (participants), Direct payment from the plan | $8,353 |
| Occidental Asset Mgmt Llc | Investment advisory (participants), Direct payment from the plan | $7,941 |
| Sanctuary Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $7,793 |
| Abound Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $6,426 |
| Newedge Advisors Llc | Investment advisory (participants), Direct payment from the plan | $5,324 |