Brooke Grove Foundation Retirement Income Plan
Sponsored by Brooke Grove Foundation Inc. · EIN 520634722 · Plan #001
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 423
- With balances
- 558
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $12,916 |
| Gross Mendelsohn & Assoc Pa | Accounting, Direct payment from the plan | $9,638 |
| Kestra Advisory Services | Consulting (general), Consulting fees | $0 |