Berkadia 401(k) Retirement Plan
Sponsored by Berkadia Commercial Mortgage Llc · EIN 270812934 · Plan #001
- Total assets
- $334M
- Net assets
- $334M
- Active participants
- 1,461
- With balances
- 1,925
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $120,750 |
| Rocaton Investment Advisors Llc | Investment advisory (plan), Direct payment from the plan | $73,824 |
| Kreischer Miller | Accounting, Direct payment from the plan | $17,717 |