# Brooke Grove Foundation INC. 403(b) Plan
Source: https://planprovider.pro/companies/brooke-grove-foundation-inc-403b-plan

> Brooke Grove Foundation INC.'s 403(b) plan: 423 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sentinel-group) — 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|—|—|

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