Janette Williamson signed Berkeley College's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berkeley College's EIN is 22-2810633.
Download the official 2024 Form 5500 (PDF) for Berkeley College from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berkeley College's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | — | DALLAS, TX | NONE | $95K | — |
| COHNREZNICK LLP | — | ROSELAND, NJ | NONE | $11K |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual fund | Common Collective Trusts | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $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 | Common Stocks | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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