Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BERARDI PARTNERS, INC.
EIN 31-1016083architecture & planningLatest filing 2025
Plans
3
Retirement
2
$4.3M assets
Welfare
1
Participants
163
1398 GOODALE BLVD. - COLUMBUS, OH 43212614-221-1110berardipartners.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 163 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BERARDI PARTNERS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.8M
Participants82
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
BERARDI PARTNERS SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BERARDI PARTNERS, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 81 | 2025 | |
| 002 | BERARDI + PARTNERS EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.8M | 82 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BERARDI PARTNERS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans