Berwick Academy's EIN is 01-0223755.
Download the official 2023 Form 5500 (PDF) for Berwick Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Berwick Academy's plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | WINDSOR, CT | — | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITNEY PENSION ASSOCIATES, INC. | 04-3314028 | WHITE RIVER JUNCTION, VT | — | $19K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF/Participant Directed * CREF Stock R1 | Mutual Funds | — | — | $6.9M | 20.5% | |
| TIAA-Traditional - non-benefit responsive | Mutual Funds | — | — | $4.0M | 12.0% | |
| TIAA-CREF/Participant Directed * CREF Growth R1 | Mutual Funds | — | — | $3.0M | 9.0% | |
| TIAA-CREF/Participant Directed * CREF Global Equities R1 | Mutual Funds | — | — | $2.7M | 8.0% | |
| TIAA-CREF/Participant Directed * CREF Social Choice R1 | Mutual Funds | — | — | $1.6M | 4.8% | |
| TIAA-CREF/Participant Directed * CREF Equity Index R1 | Common Collective Trusts | — | — | $1.5M | 4.5% | |
| TIAA-CREF/Participant Directed * TIAA Access Intl Equity T4 | Mutual Funds | — | — | $1.1M | 3.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.1M | 3.1% | |
| TIAA-Traditional - benefit responsive | Mutual Funds | — | — | $919K | 2.7% | |
| TIAA-CREF/Participant Directed * CREF Core Bond R1 | Mutual Funds | — | — | $831K | 2.5% | |
| TIAA-CREF/Participant Directed * TIAA Access Lg-Cap Val T4 | Mutual Funds | — | — | $699K | 2.1% | |
| Vanguard 500 Idx Adm | Common Collective Trusts | — | — | $676K | 2.0% | |
| TIAA-CREF/Participant Directed * TIAA Access Lifecycle 2035 T4 | Mutual Funds | — | — | $478K | 1.4% | |
| TIAA-CREF/Participant Directed * TIAA Access Mid-Cap Val T4 | Mutual Funds | — | — | $476K | 1.4% | |
| TIAA-CREF/Participant Directed * TIAA Access Lifecycle 2030 T4 | Mutual Funds | — | — | $463K | 1.4% | |
| TIAA-CREF/Participant Directed * TIAA Access Lifecycle 2045 T4 | Mutual Funds | — | — | $437K | 1.3% | |
| MFS Intnl Diversification R4 | Mutual Funds | — | — | $372K | 1.1% | |
| TIAA-CREF/Participant Directed * TIAA-CREF Lifecycle 2035-Inst | Mutual Funds | — | — | $361K | 1.1% | |
| TIAA-CREF/Participant Directed * CREF Inflation-Linked Bond R1 | Mutual Funds | — | — | $359K | 1.1% | |
| Vanguard Ttl Intl Stk Idx Adm | Common Collective Trusts | — | — | $358K | 1.1% | |
| TIAA-CREF/Participant Directed * TIAA-CREF Lifecycle 2030-Inst | Mutual Funds | — | — | $340K | 1.0% | |
| TIAA-CREF/Participant Directed * TIAA Access Quant Sml Cp Eq T4 | Mutual Funds | — | — | $334K | 1.0% | |
| TIAA-CREF/Participant Directed * TIAA Access Lifecycle 2025 T4 | Mutual Funds | — | — | $328K | 1.0% | |
| TIAA-CREF/Participant Directed * TIAA-CREF Lifecycle 2040-Inst | Mutual Funds | — | — | $320K | 1.0% | |
| Harbor Capital Appreciatn Inst | Other securities | — | — | $302K | 0.9% | |
| Diamond Hill Large Cap Fund Y | Other securities | — | — | $281K | 0.8% | |
| TIAA-CREF/Participant Directed * TIAA Access Lifecycle 2050 T4 | Mutual Funds | — | — | $273K | 0.8% | |
| Vanguard Extended Mkt Idx Adm | Common Collective Trusts | — | — | $267K | 0.8% | |
| TIAA-CREF/Participant Directed * TIAA Access Real Est Secs T4 | Mutual Funds | — | — | $257K | 0.8% | |
| TIAA-CREF/Participant Directed * TIAA-CREF Lifecycle 2045-Inst | Mutual Funds | — | — | $255K | 0.8% | |
| TIAA-CREF/Participant Directed * TIAA-CREF Lifecycle 2050-Inst | Mutual Funds | — | — | $246K | 0.7% | |
| TIAA-CREF/Participant Directed * TIAA Access Core Bond Plus T4 | Mutual Funds | — | — | $198K | 0.6% | |
| TIAA-CREF/Participant Directed * TIAA Access Lifecycle 2040 T4 | Mutual Funds | — | — | $184K | 0.5% | |
| TIAA-CREF/Participant Directed * TIAA Access Sm-Cap Bl Idx T4 | Common Collective Trusts | — | — | $182K | 0.5% | |
| Neuberger Berman Genesis R6 | Other securities | — | — | $168K | 0.5% | |
| Metropolitan W Tot Ret Bd Pln | Other securities | — | — | $165K | 0.5% | |
| TIAA-CREF/Participant Directed * TIAA Access Lg-Cap Res Eq T4 | Mutual Funds | — | — | $146K | 0.4% | |
| TIAA-CREF/Participant Directed * TIAA Access Lifecycle 2015 T4 | Mutual Funds | — | — | $145K | 0.4% | |
| TIAA-CREF/Participant Directed * TIAA-CREF Lifecycle 2025-Inst | Mutual Funds | — | — | $128K | 0.4% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $119K | 0.4% | |
| TIAA-CREF/Participant Directed * TIAA-CREF Lifecycle 2055-Inst | Mutual Funds | — | — | $119K | 0.4% | |
| TIAA Access Lifecycle 2055 T4 | Mutual Funds | — | — | $73K | 0.2% | |
| TIAA-CREF/Participant Directed * TIAA Access Lifecycle 2020 T4 | Mutual Funds | — | — | $70K | 0.2% | |
| TIAA-CREF/Participant Directed * TIAA-CREF Lifecycle 2020-Inst | Mutual Funds | — | — | $70K | 0.2% | |
| TIAA-CREF Lifecycle 2060-Inst | Mutual Funds | — | — | $51K | 0.2% | |
| TIAA Access Lifecycle 2060 T4 | Mutual Funds | — | — | $37K | 0.1% | |
| Harbor Small Cap Val Ret Shrs | Other securities | — | — | $36K | 0.1% | |
| TIAA-CREF Lifecycle 2065-Inst | Mutual Funds | — | — | $32K | <0.1% | |
| TIAA-CREF/Participant Directed * TIAA Access Mid-Cap Gr T4 | Mutual Funds | — | — | $25K | <0.1% | |
| TIAA-CREF/Participant Directed * CREF Money Market R1 | Mutual Funds | — | — | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
