Berwind Corporation Employees' Retirement Plan
Sponsored by Berwind Corporation · EIN 230406815 · Plan #001
- Total assets
- $99.4M
- Net assets
- $99.4M
- Active participants
- 152
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Massachusetts Financial Services Company CRD 110045 | fuzzy_auto · 93% | 2024 |
| Fuller & Thaler Asset Management Inc CRD 107033 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Actuarial, Direct payment from the plan | $211,813 |
| Bank Of America | Trustee (directed), Direct payment from the plan | $181,590 |
| Columbia Mgt Inv Srvc. Corp | Investment management, Direct payment from the plan | $103,598 |
| Principal Midcap | Investment management, Direct payment from the plan | $12,875 |
| Loomis Sayles Funds | Investment management, Direct payment from the plan | $5,975 |
| Mfs Investment | Investment management, Direct payment from the plan | $5,905 |
| Fuller & Thaler Asset Mgmt, Inc. | Investment management, Direct payment from the plan | $5,728 |
| Granite Small Cap Growth | Investment management, Direct payment from the plan | $5,595 |