AUMdb

Berkeley Preparatory Defined Contribution Retirement Plan

Sponsored by Berkeley Preparatory School, Inc. · EIN 591292802 · Plan #002

Total assets
$53.3M
Net assets
$53.3M
Active participants
368
With balances
502

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

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
Tiaa Contract administrator, Direct payment from the plan $37,744