Keith Spillane signed Brooke Grove Foundation Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brooke Grove Foundation Inc.'s EIN is 52-0634722.
Download the official 2024 Form 5500 (PDF) for Brooke Grove Foundation Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brooke Grove Foundation Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROSS MENDELSOHN & ASSOC PA | 52-0982413 | — | AUDITOR | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $11.9M | 88.4% | |
| American Funds 2030 Target Date | Mutual Funds | — | — | $2.4M | 18.1% | |
| American Funds 2025 Target Date | Mutual Funds | — | — | $2.1M | 15.6% | |
| American Funds 2035 Target Date | Mutual Funds | — | — | $1.7M | 13.0% | |
| American Funds 2040 Target Date | Mutual Funds | — | — | $1.4M | 10.6% | |
| Investments at Contract Value * American United Life Ins. Co. Stable Value Account | Stable Value | — | — | $1.3M | 9.7% | |
| American Funds 2020 Target Date | Mutual Funds | — | — | $866K | 6.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $716K | 5.3% | |
| American Funds 2015 Target Date | Mutual Funds | — | — | $446K | 3.3% | |
| American Funds 2010 Target Date | Mutual Funds | — | — | $339K | 2.5% | |
| American Funds 2045 Target Date | Mutual Funds | — | — | $307K | 2.3% | |
| AB Large Cap Growth | Other securities | — | — | $291K | 2.2% | |
| American Funds 2050 Target Date | Mutual Funds | — | — | $287K | 2.1% | |
| payable in installments, the latest of which is due August 2034 -0- | Other securities | — | — | $236K | 1.8% | |
| PARTICIPANTS LOANS 4.25% TO 9.5% 0 | Bonds / Notes | — | — | $236K | 1.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $159K | 1.2% | |
| FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $159K | 1.2% | |
| American Funds 2055 Target Date | Mutual Funds | — | — | $153K | 1.1% | |
| Fidelity International Index | Mutual Funds | — | — | $108K | 0.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $81K | 0.6% | |
| AB Small Cap Growth 724 * American Century Mid Cap Value Fund | Other securities | — | — | $60K | 0.4% | |
| Prudential High-Yield | Other securities | — | — | $59K | 0.4% | |
| Fidelity Advisor Total Bond Fund | Mutual Funds | — | — | $54K | 0.4% | |
| American Funds New World | Mutual Funds | — | — | $37K | 0.3% | |
| MFS INTL INTRINSIC VAL R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $32K | 0.2% | |
| AMERICAN CENTURY AMERCENT SMCAP VAL R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $31K | 0.2% | |
| Investments in Pooled Separate Accounts * AB Global Bond | Pooled Separate Accounts | — | — | $28K | 0.2% | |
| American Funds 2060 Target Date | Mutual Funds | — | — | $28K | 0.2% | |
| AMERICAN FUNDS AMERFDS 2070 TRGT DATE RET R6 MUTUAL FUND SHARES 0 29 AMERICAN FUNDS AMERFDS EUPAC R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $28K | 0.2% | |
| Blackrock Mid-Cap Growth Equity 982 * Cohen & Steers Real Estate Securities | Other securities | — | — | $24K | 0.2% | |
| American Funds 2065 Target Date | Mutual Funds | — | — | $15K | 0.1% | |
| Invesco Small Cap Growth | Mutual Funds | — | — | $6K | <0.1% | |
| INVESCO SMCAP GRTH R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity US bond Index | Mutual Funds | — | — | $4K | <0.1% | |
| Prudential Total Return Bond Fund 154 * Vanguard Equity-income | Mutual Funds | — | — | $4K | <0.1% |
