Berkshire School, Inc.'s EIN is 04-2121313.
Download the official 2024 Form 5500 (PDF) for Berkshire School, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berkshire School, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEACHERS INSURANCE ANNUITY ASSOC | 13-1624203 | NEW YORK, NY | CUSTODIAN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | WINDSOR, CT | NONE | $34K | — |
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 Traditional Non Benefit Responsive Fixed Annuity | Mutual Funds | — | — | $10.7M | 16.2% | |
| CREF Stock Variable Annuity** | Mutual Funds | — | — | $10.1M | 15.3% | |
| T. Rowe Price Retire 2040 Fund Registered Investment Company | Common Stocks | — | — | $3.6M | 5.5% | |
| T. Rowe Price Retire 2035 Fund Registered Investment Company | Common Stocks | — | — | $3.5M | 5.3% | |
| T. Rowe Price Retire 2045 Fund Registered Investment Company | Common Stocks | — | — | $3.2M | 4.9% | |
| T. Rowe Price Retire 2025 Fund Registered Investment Company | Common Stocks | — | — | $3.1M | 4.7% | |
| CREF Global Equities Variable Annuity** | Mutual Funds | — | — | $2.8M | 4.3% | |
| T. Rowe Price Retire 2030 Fund Registered Investment Company | Common Stocks | — | — | $2.2M | 3.3% | |
| CREF Growth Variable Annuity** | Mutual Funds | — | — | $2.1M | 3.2% | |
| TIAA Traditional Benefit Responsive Fixed Annuity | Mutual Funds | — | — | $2.0M | 3.1% | |
| CREF Social Choice Variable Annuity** | Mutual Funds | — | — | $1.9M | 2.9% | |
| T. Rowe Price Retire 2050 Fund Registered Investment Company | Common Stocks | — | — | $1.8M | 2.8% | |
| Vanguard 500 Index Fund Signal Registered Investment Company | Common Collective Trusts | — | — | $1.8M | 2.7% | |
| T. Rowe Price Retire 2055 Fund Registered Investment Company | Common Stocks | — | — | $1.4M | 2.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.4M | 2.2% | |
| CREF Bond Market Variable Annuity** | Mutual Funds | — | — | $1.2M | 1.8% | |
| T. Rowe Price Retire 2015 Fund Registered Investment Company | Common Stocks | — | — | $1.1M | 1.7% | |
| CREF Equity Index Variable Annuity** | Common Collective Trusts | — | — | $1.1M | 1.7% | |
| Vanguard Extended Market Idx Registered Investment Company | Common Collective Trusts | — | — | $988K | 1.5% | |
| T. Rowe Price Equity Income Registered Investment Company | Common Stocks | — | — | $740K | 1.1% | |
| Vanguard Total Intl Stock Index Adm Registered Investment Company | Mutual Funds | — | — | $632K | 1.0% | |
| TIAA Access Nuveen International Equity Fund T4 Variable Annuity** | Mutual Funds | — | — | $608K | 0.9% | |
| TIAA Access Nuveen Large Cap Value Fund T4 Variable Annuity** | Mutual Funds | — | — | $571K | 0.9% | |
| Eaton Vance Atlanta Cap SMID I Registered Investment Company | Common Stocks | — | — | $568K | 0.9% | |
| CREF Inflation-Linked Bond Variable Annuity** | Mutual Funds | — | — | $521K | 0.8% | |
| T. Rowe Price Retire 2005 Fund Registered Investment Company | Common Stocks | — | — | $521K | 0.8% | |
| T. Rowe Price Retire 2010 Fund Registered Investment Company | Common Stocks | — | — | $512K | 0.8% | |
| Vanguard Total Bond Mkt Index Fd Adm Registered Investment Company | Mutual Funds | — | — | $427K | 0.6% | |
| TIAA Access Nuveen Mid Cap Value Fund T4 Variable Annuity** | Mutual Funds | — | — | $426K | 0.6% | |
| Dodge & Cox Income Fund - Cl X Registered Investment Company | Mutual Funds | — | — | $419K | 0.6% | |
| T. Rowe Price Retire 2020 Fund Registered Investment Company | Common Stocks | — | — | $415K | 0.6% | |
| American EuroPac Growth R6 Registered Investment Company | Common Stocks | — | — | $404K | 0.6% | |
| Vanguard Federal Money Mkt Inv Registered Investment Company | Mutual Funds | — | — | $352K | 0.5% | |
| TIAA Access Nuveen Quaint Small Cap Equity Fund T4 Variable Annuity** | Mutual Funds | — | — | $306K | 0.5% | |
| TIAA Access Nuveen Lifecycle 2020 Fund T4 Variable Annuity** | Mutual Funds | — | — | $291K | 0.4% | |
| CREF Money Market Variable Annuity** | Mutual Funds | — | — | $275K | 0.4% | |
| TIAA Access Nuveen Real Estate Securities Select Fund T4 Variable Annuity** | Mutual Funds | — | — | $265K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2025 Fund T4 Variable Annuity** | Mutual Funds | — | — | $260K | 0.4% | |
| TIAA Access Nuveen Lifecycle 2010 Fund T4 Variable Annuity** 73 * TIAA Access Nuveen Lifecycle 2015 Fund T4 Variable Annuity** | Mutual Funds | — | — | $229K | 0.3% | |
| Vanguard Inflation Protected Secs Adm Registered Investment Company | Mutual Funds | — | — | $191K | 0.3% | |
| Invesco Develop Markets Y Registered Investment Company | Mutual Funds | — | — | $158K | 0.2% | |
| TIAA Access Nuveen Small Cap Blend Index Fund T4 Variable Annuity** | Common Collective Trusts | — | — | $133K | 0.2% | |
| Participants' Notes Receivable 4.25% - 9.50% | Bonds / Notes | — | — | $110K | 0.2% | |
| TIAA Access Nuveen Core Plus Bond Fund T4 Variable Annuity** | Mutual Funds | — | — | $83K | 0.1% | |
| TIAA Access Nuveen Lifecycle 2030 Fund T4 Variable Annuity** | Mutual Funds | — | — | $63K | <0.1% | |
| TIAA Access Nuveen Mid Cap Growth Fund T4 Variable Annuity** | Mutual Funds | — | — | $49K | <0.1% | |
| TIAA Access Nuveen Lifecycle Retirement Income Fund T4 Variable Annuity** | Mutual Funds | — | — | $41K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2035 Fund T4 Variable Annuity** | Mutual Funds | — | — | $38K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2050 Fund T4 Variable Annuity** | Mutual Funds | — | — | $32K | <0.1% | |
| TIAA Access Nuveen Lifecycle 2040 Fund T4 Variable Annuity** | 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.
