Brown Brothers Harriman 401(k) match, vesting and fees
What Brown Brothers Harriman's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 118 defined-contribution plans in finance and insurance with 5,000 to 9,999 participants.
| Brown Brothers Harriman: employer contribution per participant | $8,162 | |
| Peer median | $3,354 |
| Brown Brothers Harriman: average balance | $307,710 | |
| Peer median | $126,365 |
| Brown Brothers Harriman: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.4B at the end of plan year 2021 to $1.5B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,057 | $1.5B | $40.9M | $8,162 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 5,132 | $1.4B | $24.7M | $4,852 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 4,871 | $1.1B | $25.5M | $5,282 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 4,663 | $1.4B | $21.4M | $4,633 | 0.01% | Not published | Form 5500 ↗ |
Other Brown Brothers Harriman plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cash Balance Retirement Plan of Brown Brothers Harriman & Co.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Brown Brothers Harriman match 401(k) contributions?
The match terms for the 59 Wall Street Capital Accumulation Plan have not been published from its filing yet. The plan year 2024 filing reports $40.9M in employer contributions, about $8,162 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Brown Brothers Harriman 401(k) match vested?
The vesting schedule for the 59 Wall Street Capital Accumulation Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Brown Brothers Harriman 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Brown Brothers Harriman & Co..
I left Brown Brothers Harriman. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Brown Brothers Harriman & Co., (212) 493-7658) or the recordkeeper, Fidelity Investments Institutional. The Brown Brothers Harriman old 401(k) page lists the contacts from every plan filing. Find an old Brown Brothers Harriman 401(k)
Data from the public Form 5500 annual reports Brown Brothers Harriman filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Brown Brothers Harriman. Not financial advice. Report a correction · Methodology