ANNY Correnti signed Bericap SC, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bericap SC, LLC's EIN is 35-2309666.
Download the official 2024 Form 5500 (PDF) for Bericap SC, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bericap SC, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP INC | 04-3015875 | — | N/A | $22K | — |
| CAPTRUST | 26-0058143 | — | N/A | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 T. ROWE TRUST CO. · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.1M | 18.7% | |
| T. ROWE PRICE RETIREMENT 2040 T. ROWE TRUST CO. · EIN 35-6491729 / PN 001 | Common Collective Trust | — | — | $800K | 13.0% | |
| T. ROWE PRICE RETIREMENT 2045 T. ROWE TRUST CO. · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $697K | 11.4% | |
| T. ROWE PRICE RETIREMENT 2030 T. ROWE TRUST CO. · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $476K | 7.8% | |
| T. ROWE PRICE RETIREMENT 2055 T. ROWE TRUST CO. · EIN 35-6491728 / PN 001 | Common Collective Trust | — | — | $421K | 6.9% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 5.00 to 9.50 percent - | Other securities | — | — | $400K | 6.5% | |
| T. ROWE PRICE RETIREMENT 2050 T. ROWE TRUST CO. · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $383K | 6.3% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $379K | 6.2% | |
| T. ROWE PRICE RETIREMENT 2025 T. ROWE TRUST CO. · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $213K | 3.5% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $207K | 3.4% | |
| HARBOR CAPITAL APPRECIATION HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $207K | 3.4% | |
| T. ROWE PRICE RETIREMENT 2060 T. ROWE TRUST CO. · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $156K | 2.6% | |
| T. ROWE PRICE RETIREMENT 2065 T. ROWE TRUST CO. · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $143K | 2.3% | |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund | Other securities | — | — | $94K | 1.5% | |
| JPMorgan Asset Management JPMorgan Mid Cap Value Fund Class L | Other securities | — | — | $81K | 1.3% | |
| BlackRock Equity Dividend Fund Institutional Share | Other securities | — | — | $64K | 1.1% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $52K | 0.8% | |
| Vanguard Extended Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $26K | 0.4% | |
| GR GRAY EUROPACIFIC GROWTH GREAT GRAY TRUST COMPNAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $26K | 0.4% | |
| MFS Investment Management MFS International Intrinsic Value Fund Class R3 | Mutual Funds | — | — | $23K | 0.4% | |
| American Beacon Advisors, Inc. American Beacon Small Cap Value Fund Investor Class | Common Stocks | — | — | $22K | 0.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $13K | 0.2% | |
| T. Rowe Price T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund I Class | Other securities | — | — | $12K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2020 T. ROWE TRUST CO. · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $11K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $8K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2010 T. ROWE TRUST CO. · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $8K | 0.1% | |
| FIAM CORE PLUS COMMINGLES POOLED FIDELITY INSTL ASSET MANAGEMENT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $8K | 0.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
