· 2022–2024 · DOL EFAST2
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BERNARDO WEALTH PLANNING
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
245
Total plan assets
$19.2M
Filings (rows)
1
Direct comp
$0
Indirect comp
$14K
SERVICES PROVIDED
Advisor / Consultant
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
SWARTLEY BROS. ENGINEERS, INC.
SWARTLEY BROS. ENGINEERS, INC. EMPLOYEE PROFIT SHARING PLAN
SOUDERTON, PA
Advisor / Consultant
INVESTMENT ADVISORY
245
$19.2M
$0
BERNARDO WEALTH PLANNING — Form 5500 Service Provider Profile | Form 5500 Search
