The Berkeley Carroll School Retirement Plan
Sponsored by The Berkeley Carroll School · EIN 112611384 · Plan #001
- Total assets
- $74.7M
- Net assets
- $74.7M
- Active participants
- 365
- With balances
- 623
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Default investment account (QDIA)
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 | Other fees | $600 |