How big is Brookgreen Gardens' plan?

Brookgreen Gardens' plan reported $5.9M in assets and 152 participants for 2024.

Original filing (PDF)20251014095256NAL0001199171001

Brookgreen Gardens

Name: Brookgreen Gardens — Brookgreen Gardens Retirement, Form 5500 (2024)
Creator: Brookgreen Gardens
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Brookgreen Gardens Retirement Plan 403(b) Annuity Plan

403(b) retirement plan · Brookgreen Gardens' Brookgreen Gardens Retirement Plan 403(b) Annuity Plan held $5.9M in plan assets for 152 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 1

~76 bps in Sched C fees

Active participants

152

Accounts w/ balance

150

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Brookgreen Gardens' EIN is 57-0380356.

EIN 57-0380356

Plan number 002

Plan year 2024

ACK ID 20251014095256NAL0001199171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brookgreen Gardens from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brookgreen Gardens' plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROOKGREEN GARDENS.

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How this plan invests

This plan

3 pooled trusts

Schedule D

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

BROOKGREEN GARDENS

EIN

all filings

Address

PO BOX 3368 · PAWLEYS ISLAND, SC · 29585

Phone

(843) 235-6000

Industry

Arts, Entertainment, Recreation

Plan administrator

Name

BROOKGREEN GARDENS

EIN

57-0380356

City

MURRELLS INLET, SC

Phone

(843) 235-6000

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

DAVIS AND COMPANY, CPA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORP	35-0472300	FORT WAYNE, IN	CONTRACT HOLDER	$41K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
3G RETIREMENT SERVICES LLC	27-4433997	COLUMBIA, SC	TPA	$4K	—

Investments

37 direct securities · 3 pooled funds· $6.1M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Accounts

$5.4M

35 holdings

Pooled Separate Account

$268K

3 holdings

Stable Value

$253K

1 holding

Bonds / Notes

$160K

1 holding

					% of plan
Vanguard 500 Index Admiral Class Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1.1M	19.2%
Vanguard Target Retirement 2035 Investor Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$567K	9.5%
American Funds American Balanced Class R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$486K	8.2%
Vanguard Target Retirement 2025 Investor Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$477K	8.0%
Vanguard Mid Cap Growth Index Admiral Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$420K	7.1%
Vanguard Small Cap Value Index Admiral Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$404K	6.8%
Vanguard Target Retirement 2040 Investor Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$266K	4.5%
Lincoln Stable Value Account -Lngpa Guaranteed Investment Contracts	Stable Value	—	—	$253K	4.2%
SEPARTE ACCOUNTS AT YEAR END LINCOLN FINANCIAL GROUP · EIN 57-0380356 / PN 000	Pooled Separate Account	—	—	$253K	4.2%
Vanguard Mid Cap Value Index Admiral Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$222K	3.7%
Vanguard Target Retirement 2020 Investor Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$177K	3.0%
2031 at interest rates of 4.25% to 9.50%)	Bonds / Notes	—	—	$160K	2.7%
American Funds Washington Mutual Investors Class R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$146K	2.4%
Vanguard Small Cap Growth Index Admiral Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$141K	2.4%
Vanguard Target Retirement Income Investor Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$118K	2.0%
Vanguard Target Retirement 2045 Investor Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$106K	1.8%
American Funds Amcap Class R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$90K	1.5%
Vanguard Target Retirement 2030 Investor Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$82K	1.4%
Vanguard Real Estate Index Admiral Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$72K	1.2%
Blackrock High Yield Bond Institutional Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$65K	1.1%
Vanguard Target Retirement 2055 Investor Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$56K	0.9%
Vanguard Target Retirement 2060 Investor Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$54K	0.9%
American Century Inflation Adjusted Bond R5 Class Pooled Separate Accounts	Pooled Separate Accounts	—	—	$53K	0.9%
Metropolitan West Total Return Bond Class I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$42K	0.7%
Vanguard International Growth Admiral Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$40K	0.7%
Vanguard Target Retirement 2050 Investor Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$35K	0.6%
American Funds Capital World Growth And Income Class R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$32K	0.5%
Vanguard International Value Investor Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$27K	0.5%
Jpmorgan Us Equity Class R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$25K	0.4%
Pimco Income Classi 2 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$15K	0.3%
VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$14K	0.2%
American Funds New World Class R6 Pooled Separate Accounts	Pooled Separate Accounts	—	—	$10K	0.2%
Fidelity VIP Contrafund Pt I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$3K	<0.1%
Vanguard Target Retirement 2065 Investor Shares Pooled Separate Accounts	Pooled Separate Accounts	—	—	$3K	<0.1%
Voya Index Plus LargeCap Prt I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2K	<0.1%
Voya Index Plus MidCap Prt I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$2K	<0.1%
Fidelity VIP Eqty-Inc Prt I Pooled Separate Accounts ** 843 Fidelity VIP Growth Port I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1K	<0.1%
VARIABLE ANNUITY LIFE INSURANCE CO VALIC · EIN 74-1625348 / PN 000	Pooled Separate Account	—	—	$1K	<0.1%
Voya Global Bond Port I Pooled Separate Accounts ** 354 * Voya Gov Money Market Port I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1K	<0.1%
Inv Dev Mrkts Fd A Pooled Separate Accounts 396 Inv V.I. Mn Strt Sm Cp F S I Pooled Separate Accounts 997 * VY TRwPr Grw Eqty Pt I Pooled Separate Accounts	Pooled Separate Accounts	—	—	$1K	<0.1%