How big is Berardi Partners, Inc.'s plan?

Berardi Partners, Inc.'s plan reported $2.6M in assets and 54 participants for 2024.

Original filing (PDF)20251006124708NAL0003654753001

Berardi Partners, Inc.

Name: Berardi Partners, Inc. — Berardi Partners, Inc., Form 5500 (2024)
Creator: Berardi Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berardi Partners, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Berardi Partners, Inc.'s Berardi Partners, Inc. 401(k) Profit Sharing Plan held $2.6M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

George Berardi signed Berardi Partners, Inc.'s 2024 Form 5500 as plan administrator.

George Berardi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Berardi Partners, Inc.'s EIN is 31-1016083.

EIN 31-1016083

Plan number 001

Plan year 2024

ACK ID 20251006124708NAL0003654753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berardi Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berardi Partners, Inc.'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 BERARDI PARTNERS, INC..

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Plan health score

Above-average plan

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

Knocking points off