BERKELEY CAPITAL PARTNERS
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
5
Active participants
32,827
Total plan assets
$9.0B
Filings (rows)
5
Direct comp
$96K
Indirect comp
$0
SERVICES PROVIDED
Other4
Advisor / Consultant1
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| THE CHARLES SCHWAB CORPORATION SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | WESTLAKE, TX | Other NONE | 32,145 | $8.9B | $5K |
| SWIM ATLANTA POOL MANAGEMENT, INC. SWIM ATLANTA 401-K PLAN | ROSWELL, GA | Advisor / Consultant INVESTMENT ADVISOR | 84 | $7.2M | $30K |
| DIAZ WHOLESALE & MANUFACTURING DIAZ WHOLESALE & MANUFACTURING CO, INC. 401(K) PLAN | ATLANTA, GA | Other INVESTMENT/FINANCIAL ADVI | 194 | $5.1M | $23K |
| DIAZ WHOLESALE & MANUFACTURING DIAZ WHOLESALE & MANUFACTURING CO, INC. 401(K) PLAN | ATLANTA, GA | Other INVESTMENT/FINANCIAL ADVI | 196 | $4.7M | $19K |
| DIAZ WHOLESALE & MANUFACTURING DIAZ WHOLESALE & MANUFACTURING CO, INC. 401(K) PLAN | ATLANTA, GA | Other INVESTMENT/FINANCIAL ADVI | 208 | $3.7M | $19K |