Berwick Academy Defined Contribution Retirement Plan
Sponsored by Berwick Academy · EIN 010223755 · Plan #001
- Total assets
- $36.4M
- Net assets
- $36.4M
- Active participants
- 264
- With balances
- 306
Plan year beginning 07/01/2024 · Total participant-directed account, 401(m) arrangement, 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 |
|---|---|---|
| Whitney Pension Associates, Inc. | $22,540 | |
| Fiducient Advisors, Llc | $18,030 | |
| Tiaa | $530 |