Berkeley Citizens, Inc. Retirement Plan
Sponsored by Berkeley Citizens, Inc · EIN 570698682 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 132
- With balances
- 189
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $21,818 |
| Osaic Wealth Inc | Accounting, Investment advisory (plan) | $15,917 |