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

Active participants

14,386

Total plan assets

$4.1B

Filings (rows)

Direct comp

$65K

Indirect comp

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
University of Alabama Health Services Foundation, PC University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan · all filings	BIRMINGHAM, AL	Other service providers	5,019	$1.6B	$24K	$0
University of Alabama Health Services Foundation, P.C. University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan · all filings	BIRMINGHAM, AL	Other service providers	4,812	$1.4B	$21K	$0
University of Alabama Health Services Foundation, P.C. University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan · all filings	BIRMINGHAM, AL	Other service providers	4,555	$1.2B	$20K	$0