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Original filing (PDF)20250930164528NAL0019737218001
BERKELEY COLLEGE
Form 5500
FILING_RECEIVED
BERKELEY COLLEGE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
469
Accounts w/ balance
751
Plan assets (EOY)
$108.1M
Net assets (EOY)
$108.1M
How this plan invests
This plan
20 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 16 bps in Schedule C fees — 62% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERKELEY COLLEGE.
Plan sponsor
Name
BERKELEY COLLEGE
EIN
22-2810633
Address
44 RIFLE CAMP ROAD · WOODLAND PARK, NJ · 07424
Phone
(201) 291-1111
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | — | DALLAS, TX | NONE | $95K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $69K | — |
| COHNREZNICK LLP | — | ROSELAND, NJ | NONE | $11K | — |
Investments
6 direct securities · 20 pooled funds· $108.1M(100% of reported assets)
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.
Common Collective Trust
$80.6M
20 holdings
Uncategorized
$27.6M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual fund | — | — | — | $15.0M | 13.9% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $13.8M | 12.8% | |
| TRP BLUE CHIP GROWTH TR-T5 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $13.4M | 12.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $7.3M | 6.8% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $5.9M | 5.4% | |
| T. Rowe Price Mid-Cap Growth Fund Mutual fund | — | — | — | $5.7M | 5.3% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.6M | 5.2% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $5.5M | 5.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $5.5M | 5.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $5.0M | 4.6% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.7M | 3.5% | |
| Invesco Global R6 Fund Mutual fund | — | — | — | $3.7M | 3.4% | |
| BOSTON PARTNERS LG CP VAL EQ A BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $3.6M | 3.4% | |
| TCW METWEST TTL RETURN BOND Z1 TCW MULTIPLE INVESTMENT TRUST · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $3.4M | 3.2% | |
| Allspring Sm Co Growth R6 Fund Mutual fund | — | — | — | $2.2M | 2.0% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.8% | |
| TS&W INTL LG CAP EQ TR CL M TS&W COLLECTIVE INVESTMENT TRUST · EIN 26-6773274 / PN 003 | Common Collective Trust | — | — | $1.8M | 1.6% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.5% | |
| maturing at various dates, secured by participant account balance | — | — | — | $999K | 0.9% | |
| VIC INTEGRITY SM CAP VAL EQ C VICTORY CAPITAL INTERNATIONAL COLLECTIVE INVESTMENT TRUST · EIN 80-6249702 / PN 016 | Common Collective Trust | — | — | $952K | 0.9% | |
| CEREDEX MID CAP VAL EQ 2 VIRTUS COLLECTIVE INVESTMENT TRUST II · EIN 45-1286900 / PN 046 | Common Collective Trust | — | — | $683K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $313K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $242K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $107K | <0.1% | |
| T. Rowe Price Government Money Fund Mutual fund | — | — | — | $23K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% |