AUMdb

Berkeley College Retirement Plan

Sponsored by Berkeley College · EIN 222810633 · Plan #001

Total assets
$108M
Net assets
$108M
Active participants
469
With balances
751

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mercer Consulting (general), Direct payment from the plan $95,463
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $68,898
Cohnreznick Llp Accounting, Direct payment from the plan $11,000