Brian ERB signed Berry College, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berry College, Inc.'s EIN is 58-0566133.
Download the official 2024 Form 5500 (PDF) for Berry College, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berry College, Inc.'s plan includes a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | — | CONTRACT ADMINISTRATOR | $42K | — |
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 Annuity Contracts NFBR | Mutual Funds | — | — | $33.0M | 20.3% | |
| CREF Stock R2 | Mutual Funds | — | — | $23.3M | 14.3% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $13.7M | 8.4% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $11.8M | 7.3% | |
| CREF Growth R2 | Mutual Funds | — | — | $11.3M | 7.0% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $6.8M | 4.2% | |
| Lifecycle 2040 R6 | Other securities | — | — | $5.7M | 3.5% | |
| American Funds Washington Mutual Investors Fund | Mutual Funds | — | — | $5.4M | 3.3% | |
| Lifecycle 2035 R6 | Other securities | — | — | $5.0M | 3.0% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $4.8M | 3.0% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.4M | 2.7% | |
| Victory Capital Established Value Fund Cl A | Common Stocks | — | — | $4.4M | 2.7% | |
| Lifecycle 2045 R6 | Other securities | — | — | $4.2M | 2.6% | |
| Lifecycle 2050 R6 | Other securities | — | — | $4.0M | 2.4% | |
| CREF Core Bond R2 | Mutual Funds | — | — | $3.7M | 2.3% | |
| Lifecycle 2020 R6 | Other securities | — | — | $3.0M | 1.9% | |
| CREF Inflation-Linked Bond Account | Mutual Funds | — | — | $2.5M | 1.5% | |
| Champlain Funds Small Company Fund Instl | Common Stocks | — | — | $2.5M | 1.5% | |
| Lifecycle 2025 R6 | Other securities | — | — | $2.1M | 1.3% | |
| Lifecycle 2030 R6 | Other securities | — | — | $2.0M | 1.3% | |
| Lifecycle 2055 R6 | Other securities | — | — | $1.6M | 1.0% | |
| Carillon Funds Eagle Mid Cap Growth Fund Cl I | Other securities | — | — | $1.4M | 0.8% | |
| Vanguard Emerging Markets Stock Idx Fund Adm | Common Collective Trusts | — | — | $1.1M | 0.7% | |
| CREF Money Market R2 | Mutual Funds | — | — | $919K | 0.6% | |
| Dodge & Cox Income Fund I | Mutual Funds | — | — | $910K | 0.6% | |
| Lifecycle 2015 R6 | Other securities | — | — | $690K | 0.4% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $673K | 0.4% | |
| Lifecycle 2060 R6 | Other securities | — | — | $363K | 0.2% | |
| Lifecycle 2010 R6 | Other securities | — | — | $175K | 0.1% | |
| TIAA Traditional Annuity Contracts FBR | Mutual Funds | — | — | $108K | <0.1% | |
| Lifecycle Retirement Income R6 | Other securities | — | — | $34K | <0.1% | |
| Lifecycle 2065 R6 | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
