AUMdb

Berkshire Bank 401(k) Plan

Sponsored by Berkshire Bank · EIN 043312097 · Plan #002

Total assets
$183M
Net assets
$183M
Active participants
942
With balances
1,627

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $118,344
Vanguard Advisers Inc. Investment advisory (participants) $43,179