Berklee College Of Music, Inc. Retirement Plan
Sponsored by Berklee College Of Music, Inc. · EIN 042300472 · Plan #001
- Total assets
- $104M
- Net assets
- $104M
- Active participants
- 279
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Highclere International Investors Llp CRD 140380 | deterministic · 100% | 2024 |
| Heronbridge Investment Management Llp CRD 164314 | deterministic · 100% | 2024 |
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Buchholz & Associates, Inc. | Investment advisory (plan), Investment management fees (direct) | $103,796 |
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $62,689 |
| Principal Custody Solutions | Plan administrator, Recordkeeping, Investment management | $32,957 |
| Heronbridge | Investment advisory (plan), Investment management fees (direct) | $22,317 |
| Wellington Management Group Llp | Investment advisory (plan), Investment management fees (direct) | $20,335 |
| Highclere International Investors | Investment advisory (plan), Investment management fees (direct) | $17,978 |
| Holdco Advisors, L.P. | Investment advisory (plan), Investment management fees (direct) | $14,164 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |