Plan Snapshot
- Plan Sponsor: Brookgreen Gardens
- Sponsor EIN: 570380356
- Sponsor Address: PO BOX 3368, PAWLEYS ISLAND, SC, 29585
- Plan Type: 403(b)
- Total Participants: 152
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $5.9M | $256,312 | $278,622 |
| 2023 | 100 | $5.2M | $230,975 | $251,952 |
| 2022 | 143 | $4.5M | $211,701 | $243,877 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORP | CONTRACT HOLDER | $40,726 | — | $40,726 |
| DAVIS AND COMPANY, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORP — CONTRACT HOLDER
- DAVIS AND COMPANY, CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,726
- Estimated Expense Ratio: 0.685% 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 | $45,474 | — | $45,474 | — | — |
| 2023 | $49,115 | — | $49,115 | — | — |
| 2022 | $60,440 | — | $60,440 | — | — |