Original filing (PDF)20250603143258NAL0007684595001

Antonio C. Beccari DBA the Beccari and Werdel Wealth Management Group

Name: Antonio C. Beccari DBA the Beccari and Werdel Wealth Management Group — Form 5500 Plan 001 (2024)
Creator: Antonio C. Beccari DBA the Beccari and Werdel Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Beccari and Werdel Wealth Management Group 401(k) Plan

401(k) retirement plan · Antonio C. Beccari DBA the Beccari and Werdel Wealth Management Group's The Beccari and Werdel Wealth Management Group 401(k) Plan held $82K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

Plan identifiers

Antonio C. Beccari DBA the Beccari and Werdel Wealth Management Group's EIN is 26-1770289.

EIN 26-1770289

Plan number 001

Plan year 2024

ACK ID 20250603143258NAL0007684595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Antonio C. Beccari DBA the Beccari and Werdel Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Antonio C. Beccari DBA the Beccari and Werdel Wealth Management Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANTONIO C. BECCARI DBA THE BECCARI AND WERDEL WEALTH MANAGEMENT GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score