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Original filing (PDF)20250929144449NAL0010991361001
BERRY COLLEGE, INC.
Form 5500
FILING_RECEIVED
BERRY COLLEGE TAX-DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
679
Accounts w/ balance
365
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (3 bps vs 29 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
002
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 | $7K | — |
Investments
30 direct securities · 1 pooled fund· $26.9M(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.
Uncategorized
$26.0M
30 holdings
Pooled Separate Account
$914K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF | — | — | — | $3.0M | 11.0% | |
| CREF | — | — | — | $2.5M | 9.1% | |
| CREF | — | — | — | $2.4M | 9.0% | |
| CREF | — | — | — | $2.2M | 8.3% | |
| TIAA | — | — | — | $2.1M | 7.6% | |
| TIAA | — | — | — | $1.9M | 7.0% | |
| American Funds | — | — | — | $1.7M | 6.1% | |
| American Funds | — | — | — | $1.0M | 3.7% | |
| Victory Capital | — | — | — | $953K | 3.5% | |
| CREF | — | — | — | $928K | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $914K | 3.4% | |
| CREF | — | — | — | $857K | 3.2% | |
| Nuveen | — | — | — | $835K | 3.1% | |
| Nuveen | — | — | — | $722K | 2.7% | |
| Nuveen | — | — | — | $713K | 2.6% | |
| Nuveen | — | — | — | $651K | 2.4% | |
| Champlain Funds | — | — | — | $591K | 2.2% | |
| CREF | — | — | — | $515K | 1.9% | |
| Vanguard | — | — | — | $392K | 1.4% | |
| CREF | — | — | — | $365K | 1.4% | |
| Nuveen | — | — | — | $323K | 1.2% | |
| Nuveen | — | — | — | $313K | 1.2% | |
| Dodge & Cox | — | — | — | $250K | 0.9% | |
| Carillon Funds | — | — | — | $245K | 0.9% | |
| Vanguard | — | — | — | $207K | 0.8% | |
| Nuveen | — | — | — | $175K | 0.6% | |
| Nuveen | — | — | — | $134K | 0.5% | |
| Nuveen | — | — | — | $46K | 0.2% | |
| Nuveen | — | — | — | $30K | 0.1% | |
| Nuveen | — | — | — | $27K | <0.1% | |
| Nuveen | — | — | — | $2K | <0.1% |