Berkadia Commercial Mortgage Llc 401(k) Plan: Login, Facts & Contact Information

Berkadia Commercial Mortgage Llc 401(k) Plan Facts

Plan name
BERKADIA 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BERKADIA COMMERCIAL MORTGAGE LLC
Participants
1,953 (1,461 active employees)
Former employees with a balance
435
Plan assets
$334,336,397 at Dec 31, 2024
Average account balance
$173,681 across 1,925 accounts
Employer contributions
$12,576,606 in plan year 2024 (34% of all contributions)
Recordkeeper
T Rowe Price Rps Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 15, 2010
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $36.6 million went into the plan in contributions, $12.6 million of it from the employer (34%).
  • $23.7 million was paid out to participants.
  • Investment and other income added $38.5 million.
  • Administrative expenses were $208,501, about $108 per account.

How the Berkadia Commercial Mortgage Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,272$165.5 million$7.56 million$11.1 million
20201,359$201.4 million$8.61 million$11.1 million
20211,502$248.3 million$10.3 million$14.6 million
20221,668$220.0 million$12.2 million$15.4 million
20231,912$283.1 million$12.2 million$11.0 million
20241,953$334.3 million$12.6 million$23.7 million

Berkadia Commercial Mortgage Llc 401(k) Contact Information

Phone
215-328-3200
Mailing address
323 NORRISTOWN RD SUITE 300, AMBLER PA 19002
Plan sponsor
BERKADIA COMMERCIAL MORTGAGE LLC
Employer identification number (EIN)
27-0812934
Plan number
001

Questions about the Berkadia Commercial Mortgage Llc 401(k)

Does Berkadia Commercial Mortgage Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $12.6 million, 34% of all contributions.

Does the Berkadia Commercial Mortgage Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Berkadia Commercial Mortgage Llc 401(k) plan?

1,953 participants at the start of plan year 2024, 1,461 of them active employees, and 435 former employees who still had money in the plan.

What is the average 401(k) balance at Berkadia Commercial Mortgage Llc?

About $173,681 per account: $334.3 million in plan assets across 1,925 accounts with a balance at the end of plan year 2024.

Who manages the Berkadia Commercial Mortgage Llc 401(k) accounts?

T. Rowe Price (listed on the filing as T ROWE PRICE RPS INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Berkadia Commercial Mortgage Llc. How do I access my 401(k)?

Your account stays with T. Rowe Price after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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