Benefit Fiduciary Group LLC

Benefit Fiduciary Group LLC, established in April 1998 and registered as an investment adviser since May 2018, specializes in retirement plan consulting services. The firm, led by George R. Brickley III, offers fiduciary management and consulting services for retirement plans, including investment selection, due diligence reviews, and investment monitoring. BFG primarily recommends mutual funds and employs a passive investment strategy. Clients have the option to select their own broker/dealer or custodian, with BFG not engaging in block trading. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. BFG does not compensate for client referrals and maintains custody of client funds only for fee deduction purposes. Clients can grant discretionary trading authority, and there are no minimum investment requirements. Fees for retirement plan services range from $4,000 to $100,000 annually, based on plan assets. BFG does not have any disciplinary events and does not require prepayment exceeding $1,200. The firm does not vote proxies on behalf of clients and has not been subject to a bankruptcy petition.