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Original filing (PDF)20251014095256NAL0001199171001
BROOKGREEN GARDENS
Form 5500
FILING_RECEIVED
BROOKGREEN GARDENS RETIREMENT PLAN 403B ANNUITY PLAN
403(b) retirement plan
Signals · 2
~76 bps in Sched C feesNo recordkeeper disclosed
Active participants
152
Accounts w/ balance
150
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
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 (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 76 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROOKGREEN GARDENS.
Plan sponsor
Name
BROOKGREEN GARDENS
EIN
57-0380356
Address
PO BOX 3368 · PAWLEYS ISLAND, SC · 29585
Phone
(843) 235-6000
Industry
Arts, Entertainment, Recreationsee all
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 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 3G RETIREMENT SERVICES LLC | 27-4433997 | COLUMBIA, SC | TPA | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORP | 35-0472300 | FORT WAYNE, IN | CONTRACT HOLDER | $41K | — |
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.
Uncategorized
$5.8M
37 holdings
Pooled Separate Account
$268K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Class Pooled Separate Accounts | — | — | — | $1.1M | 19.2% | |
| Vanguard Target Retirement 2035 Investor Shares Pooled Separate Accounts | — | — | — | $567K | 9.5% | |
| American Funds American Balanced Class R6 Pooled Separate Accounts | — | — | — | $486K | 8.2% | |
| Vanguard Target Retirement 2025 Investor Shares Pooled Separate Accounts | — | — | — | $477K | 8.0% | |
| Vanguard Mid Cap Growth Index Admiral Shares Pooled Separate Accounts | — | — | — | $420K | 7.1% | |
| Vanguard Small Cap Value Index Admiral Shares Pooled Separate Accounts | — | — | — | $404K | 6.8% | |
| Vanguard Target Retirement 2040 Investor Shares Pooled Separate Accounts | — | — | — | $266K | 4.5% | |
| Lincoln Stable Value Account -Lngpa Guaranteed Investment Contracts | — | — | — | $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 | — | — | — | $222K | 3.7% | |
| Vanguard Target Retirement 2020 Investor Shares Pooled Separate Accounts | — | — | — | $177K | 3.0% | |
| 2031 at interest rates of 4.25% to 9.50%) | — | — | — | $160K | 2.7% | |
| American Funds Washington Mutual Investors Class R6 Pooled Separate Accounts | — | — | — | $146K | 2.4% | |
| Vanguard Small Cap Growth Index Admiral Shares Pooled Separate Accounts | — | — | — | $141K | 2.4% | |
| Vanguard Target Retirement Income Investor Shares Pooled Separate Accounts | — | — | — | $118K | 2.0% | |
| Vanguard Target Retirement 2045 Investor Shares Pooled Separate Accounts | — | — | — | $106K | 1.8% | |
| American Funds Amcap Class R6 Pooled Separate Accounts | — | — | — | $90K | 1.5% | |
| Vanguard Target Retirement 2030 Investor Shares Pooled Separate Accounts | — | — | — | $82K | 1.4% | |
| Vanguard Real Estate Index Admiral Shares Pooled Separate Accounts | — | — | — | $72K | 1.2% | |
| Blackrock High Yield Bond Institutional Shares Pooled Separate Accounts | — | — | — | $65K | 1.1% | |
| Vanguard Target Retirement 2055 Investor Shares Pooled Separate Accounts | — | — | — | $56K | 0.9% | |
| Vanguard Target Retirement 2060 Investor Shares Pooled Separate Accounts | — | — | — | $54K | 0.9% | |
| American Century Inflation Adjusted Bond R5 Class Pooled Separate Accounts | — | — | — | $53K | 0.9% | |
| Metropolitan West Total Return Bond Class I Pooled Separate Accounts | — | — | — | $42K | 0.7% | |
| Vanguard International Growth Admiral Shares Pooled Separate Accounts | — | — | — | $40K | 0.7% | |
| Vanguard Target Retirement 2050 Investor Shares Pooled Separate Accounts | — | — | — | $35K | 0.6% | |
| American Funds Capital World Growth And Income Class R6 Pooled Separate Accounts | — | — | — | $32K | 0.5% | |
| Vanguard International Value Investor Shares Pooled Separate Accounts | — | — | — | $27K | 0.5% | |
| Jpmorgan Us Equity Class R6 Pooled Separate Accounts | — | — | — | $25K | 0.4% | |
| Pimco Income Classi 2 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 | — | — | — | $10K | 0.2% | |
| Fidelity VIP Contrafund Pt I Pooled Separate Accounts | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2065 Investor Shares Pooled Separate Accounts | — | — | — | $3K | <0.1% | |
| Voya Index Plus LargeCap Prt I Pooled Separate Accounts | — | — | — | $2K | <0.1% | |
| Voya Index Plus MidCap Prt I Pooled Separate Accounts | — | — | — | $2K | <0.1% | |
| Fidelity VIP Eqty-Inc Prt I Pooled Separate Accounts ** 843 Fidelity VIP Growth Port I 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 | — | — | — | $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 | — | — | — | $1K | <0.1% |
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