Original filing (PDF)20250729140745NAL0007720370001

Berardi Partners

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

Form 5500-SF

FILING_RECEIVED

Berardi Partners SOCA Benefit Plan

Health & welfare plan · Berardi Partners' Berardi Partners SOCA Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Matt Appenzeller signed Berardi Partners' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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' EIN is 31-1016083.

EIN 31-1016083

Plan number 501

Plan year 2024

ACK ID 20250729140745NAL0007720370001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Berardi Partners' plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERARDI PARTNERS.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

BERARDI PARTNERS

EIN

all filings

Address

1398 GOODALE BLVD · COLUMBUS, OH · 43212

Phone

(614) 221-1110

Industry

Professional & Technical Services

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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