AUMdb

The Berkshire Bank 401(k)/Profit Sharing Plan

Sponsored by The Berkshire Bank · EIN 133509921 · Plan #001

Total assets
$18.2M
Net assets
$18.2M
Active participants
72
With balances
101

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

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $7,875