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  2. Berry Financial Group, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Berry Financial Group, Inc.

EIN 30-0107722-investment management-Latest filing 2025
Plans
3
Retirement
2
$15.2M assets
Health & Benefits
1
Participants
44
306 WEST HARRISON STREET - DILLION, SC 29536843-230-7498berryfg.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
3 filings
#002Traditional DB-$12.7M - 15 part#003Profit-sharing-$2.5M - 14 part#002Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $15.2M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#002)$12.7M
  • PLAN AND TRUST (#003)$2.5M
Total $15.2MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)15
  • PLAN AND TRUST (#003)14
Total 29Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

BERRY FINANCIAL GROUP, INC. RETIREMENT PLAN AND TRUST

Traditional DB

Assets$12.7M
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

BERRY FINANCIAL GROUP, INC. PROFIT SHARING PLAN AND TRUST

Profit-sharing

Assets$2.5M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002

BERRY FINANCIAL GROUP, INC. RETIREMENT PLAN AND TRUST

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002BERRY FINANCIAL GROUP, INC. RETIREMENT PLAN AND TRUSTTraditional DB$12.7M152025
#003BERRY FINANCIAL GROUP, INC. PROFIT SHARING PLAN AND TRUSTProfit-sharing$2.5M142025
  • BERRY FINANCIAL GROUP, INC. RETIREMENT PLAN AND TRUST$12.7M
    #002 · Traditional DB · 202515
  • BERRY FINANCIAL GROUP, INC. PROFIT SHARING PLAN AND TRUST$2.5M
    #003 · Profit-sharing · 202514

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#002BERRY FINANCIAL GROUP, INC. RETIREMENT PLAN AND TRUSTSelf-funded-$002025
  • BERRY FINANCIAL GROUP, INC. RETIREMENT PLAN AND TRUST$0
    #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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