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Original filing (PDF)20250929143945NAL0011429377001
BERRY COLLEGE, INC.
Form 5500
FILING_RECEIVED
BERRY COLLEGE DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
679
Accounts w/ balance
1,070
Plan assets (EOY)
$162.6M
Net assets (EOY)
$162.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERRY COLLEGE, INC..
Plan sponsor
Name
BERRY COLLEGE, INC.
EIN
58-0566133
Address
2277 MARTHA BERRY HWY NW · MOUNT BERRY, GA · 30149
Phone
(706) 236-2265
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
2025-09-29
Pension benefit codes
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | — | CONTRACT ADMINISTRATOR | $42K | — |
Investments
31 direct securities · 1 pooled fund· $161.7M(99% 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.
Uncategorized
$157.3M
31 holdings
Pooled Separate Account
$4.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Contracts NFBR | — | — | — | $33.0M | 20.3% | |
| CREF Stock R2 | — | — | — | $23.3M | 14.3% | |
| CREF Global Equities R2 | — | — | — | $13.7M | 8.4% | |
| CREF Equity Index R2 | — | — | — | $11.8M | 7.3% | |
| CREF Growth R2 | — | — | — | $11.3M | 7.0% | |
| CREF Social Choice R2 | — | — | — | $6.8M | 4.2% | |
| Lifecycle 2040 R6 | — | — | — | $5.7M | 3.5% | |
| American Funds Washington Mutual Investors Fund | — | — | — | $5.4M | 3.3% | |
| Lifecycle 2035 R6 | — | — | — | $5.0M | 3.0% | |
| American Funds EuroPacific Growth Fund | — | — | — | $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 | — | — | — | $4.4M | 2.7% | |
| Lifecycle 2045 R6 | — | — | — | $4.2M | 2.6% | |
| Lifecycle 2050 R6 | — | — | — | $4.0M | 2.4% | |
| CREF Core Bond R2 | — | — | — | $3.7M | 2.3% | |
| Lifecycle 2020 R6 | — | — | — | $3.0M | 1.9% | |
| CREF Inflation-Linked Bond Account | — | — | — | $2.5M | 1.5% | |
| Champlain Funds Small Company Fund Instl | — | — | — | $2.5M | 1.5% | |
| Lifecycle 2025 R6 | — | — | — | $2.1M | 1.3% | |
| Lifecycle 2030 R6 | — | — | — | $2.0M | 1.3% | |
| Lifecycle 2055 R6 | — | — | — | $1.6M | 1.0% | |
| Carillon Funds Eagle Mid Cap Growth Fund Cl I | — | — | — | $1.4M | 0.8% | |
| Vanguard Emerging Markets Stock Idx Fund Adm | — | — | — | $1.1M | 0.7% | |
| CREF Money Market R2 | — | — | — | $919K | 0.6% | |
| Dodge & Cox Income Fund I | — | — | — | $910K | 0.6% | |
| Lifecycle 2015 R6 | — | — | — | $690K | 0.4% | |
| Vanguard Federal Money Market Inv | — | — | — | $673K | 0.4% | |
| Lifecycle 2060 R6 | — | — | — | $363K | 0.2% | |
| Lifecycle 2010 R6 | — | — | — | $175K | 0.1% | |
| TIAA Traditional Annuity Contracts FBR | — | — | — | $108K | <0.1% | |
| Lifecycle Retirement Income R6 | — | — | — | $34K | <0.1% | |
| Lifecycle 2065 R6 | — | — | — | $13K | <0.1% |