Plan Snapshot
- Plan Sponsor: Brooke Grove Foundation INC.
- Sponsor EIN: 520634722
- Sponsor Address: 18100 SLADE SCHOOL RD, SANDY SPRING, MD, 20860
- Plan Type: 403(b)
- Total Participants: 423
- Total Assets: $13.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 423 | $13.4M | $0 | $752,536 |
| 2023 | 765 | $12.5M | $0 | $737,460 |
| 2022 | 791 | $11.2M | $0 | $753,798 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $12,916 | $57,644 | $70,560 |
| KESTRA ADVISORY SERVICES | NONE | — | $33,373 | $33,373 |
| GROSS MENDELSOHN & ASSOC PA | AUDITOR | $9,638 | — | $9,638 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,571
- Estimated Expense Ratio: 0.847% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $22,554 | — | $12,916 | $9,638 | — |
| 2023 | $15,328 | — | $15,328 | — | — |
| 2022 | $20,888 | — | $20,888 | — | — |