Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
BERRY FINANCIAL GROUP
EIN 30-0107722investment managementLatest filing 2025
Plans
3
Retirement
2
$15.2M assets
Welfare
1
Participants
44
306 WEST HARRISON STREET - DILLON, SC 29536843-230-7498berryfg.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $15.2M assets / 29 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#002
BERRY FINANCIAL GROUP, INC. RETIREMENT PLAN AND TRUST
TraditionalDB
Assets$12.7M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BERRY FINANCIAL GROUP, INC. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$2.5M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
BERRY FINANCIAL GROUP, INC. RETIREMENT PLAN AND TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BERRY FINANCIAL GROUP, INC. RETIREMENT PLAN AND TRUST | TraditionalDB | $12.7M | 15 | 2025 | |
| 003 | BERRY FINANCIAL GROUP, INC. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $2.5M | 14 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | BERRY FINANCIAL GROUP, INC. RETIREMENT PLAN AND TRUST | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans