Berea College Retirement Plan
Sponsored by Berea College · EIN 610444650 · Plan #001
- Total assets
- $168M
- Net assets
- $168M
- Active participants
- 741
- With balances
- 1,519
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 | Recordkeeping, Consulting (pension), Investment advisory (plan) | $99,108 |
| Planpilot, Llc | Consulting (general), Direct payment from the plan | $67,352 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $17,313 |