BERK CLEVELAND RATHMELL WEALTH STRA
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
14,386
Total plan assets
$4.1B
Filings (rows)
3
Direct comp
$65K
Indirect comp
$0
SERVICES PROVIDED
Other3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN | BIRMINGHAM, AL | Other NONE | 5,019 | $1.6B | $24K |
| UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN | BIRMINGHAM, AL | Other NONE | 4,812 | $1.4B | $21K |
| UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN | BIRMINGHAM, AL | Other NONE | 4,555 | $1.2B | $20K |