The Berkeley Carroll School 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Berkeley Carroll School (EIN 112611384)
  • Plan Type: 403(b)
  • Total Participants: 365
  • Total Assets: $74.7M
  • Sponsor State: NY

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024365$74.7M$1.5M$1.6M
2023370$65.4M$1.4M$1.6M
2022370$57.6M$1.3M$1.4M

Service Providers

  • PKF O'CONNOR DAVIES, LLP — Accountant / Independent Qualified Public Accountant

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