Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERKSHIRE COUNTRY DAY SCHOOL
EIN 04-2030686primary/secondary educationLatest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
137
PO BOX 867 - LENOX, MA 012400867413-637-0755berkshirecountryday.orgLinkedIn11-50 employeesprimary/secondary education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 137 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TIAA-CREF SECTION 403(B)(7) ALL EMPLOYEES
403b
Assets$5.3M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TIAA-CREF DEFERRED ANNUITY ALL EMPLOYEES
403b
Assets$2.1M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TIAA-CREF SECTION 403(B)(7) ALL EMPLOYEES | 403b | $5.3M | 63 | 2025 | |
| 002 | TIAA-CREF DEFERRED ANNUITY ALL EMPLOYEES | 403b | $2.1M | 74 | 2025 |
Retirement plans