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 | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CREF | Mutual Funds | — | — | $3.0M | 11.0% | |
| CREF | Mutual Funds | — | — | $2.5M | 9.1% | |
| CREF | Mutual Funds | — | — | $2.4M | 9.0% | |
| CREF | Mutual Funds | — | — | $2.2M | 8.3% | |
| TIAA | Mutual Funds | — | — | $2.1M | 7.6% | |
| TIAA | Mutual Funds | — | — | $1.9M | 7.0% | |
| American Funds | Mutual Funds | — | — | $1.7M | 6.1% | |
| American Funds | Mutual Funds | — | — | $1.0M | 3.7% | |
| Victory Capital | Other securities | — | — | $953K | 3.5% | |
| CREF | Mutual Funds | — | — | $928K | 3.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $914K | 3.4% | |
| CREF | Mutual Funds | — | — | $857K | 3.2% | |
| Nuveen | Mutual Funds | — | — | $835K | 3.1% | |
| Nuveen | Mutual Funds | — | — | $722K | 2.7% | |
| Nuveen | Mutual Funds | — | — | $713K | 2.6% | |
| Nuveen | Mutual Funds | — | — | $651K | 2.4% | |
| Champlain Funds | Other securities | — | — | $591K | 2.2% | |
| CREF | Mutual Funds | — | — | $515K | 1.9% | |
| Vanguard | Mutual Funds | — | — | $392K | 1.4% | |
| CREF | Mutual Funds | — | — | $365K | 1.4% | |
| Nuveen | Mutual Funds | — | — | $323K | 1.2% | |
| Nuveen | Mutual Funds | — | — | $313K | 1.2% | |
| Dodge & Cox | Mutual Funds | — | — | $250K | 0.9% | |
| Carillon Funds | Other securities | — | — | $245K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $207K | 0.8% | |
| Nuveen | Mutual Funds | — | — | $175K | 0.6% | |
| Nuveen | Mutual Funds | — | — | $134K | 0.5% | |
| Nuveen | Mutual Funds | — | — | $46K | 0.2% | |
| Nuveen | Mutual Funds | — | — | $30K | 0.1% | |
| Nuveen | Mutual Funds | — | — | $27K | <0.1% | |
| Nuveen | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.