# Brookgreen Gardens 403(b) Plan
Source: https://planprovider.pro/companies/brookgreen-gardens-403b-plan

> Brookgreen Gardens's 403(b) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — CONTRACT HOLDER

- [DAVIS AND COMPANY, CPA](https://planprovider.pro/provider/davis-law-llc) — 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|—|—|

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