Plan Snapshot
- Plan Sponsor: Berardi + Partners, INC.
- Sponsor EIN: 311016083
- Sponsor Address: 1398 GOODALE BLVD., COLUMBUS, OH, 43212
- Plan Type: DC
- Total Participants: 54
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 54 | $1.8M | $694,633 | $0 |
| 2023 | 41 | $1.2M | $694,633 | $0 |
| 2022 | 35 | $3.3M | $1.1M | $0 |