W.R. Berkley Corporation Profit Sharing Plan
Sponsored by W.R. Berkley Corporation · EIN 221867895 · Plan #001
- Total assets
- $2.3B
- Net assets
- $2.3B
- Active participants
- 6,382
- With balances
- 9,048
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $211,029 |
| Capfinancial Partners, Llc. | Investment advisory (plan) | $54,000 |
| Kpmg Llp | Accounting | $0 |