Tiaa Cref Retirement Plan For All Employees Of Berkshire School
Sponsored by Berkshire School, Inc. · EIN 042121313 · Plan #001
- Total assets
- $65.9M
- Net assets
- $65.9M
- Active participants
- 179
- With balances
- 501
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).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors Llc | Investment advisory (plan) | $34,102 |
| Teachers Insurance Annuity Assoc | Contract administrator | $7,003 |