Bernardi Securities, Inc. 401(k) Profit Sharing Plan

Wealthminder's Take

Bernardi Securities, Inc. 401(k) Profit Sharing Plan at Bernardi Securities, Inc. in the Finance and Insurance industry has an unknown number of investment options, and a total of $6,647,098.00 in assets. With 28 participants, the Bernardi Securities, Inc. 401(k) Profit Sharing Plan has an average balance per participant of $237,396.36.

Plan Ratings
Compared to other Finance and Insurance plans
Wealthminder Rating
6
37
Your Plan
84

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
36
Company Match Level
8
Employee Participation Rate
32
Employee Contribution Level
56
Average Balance Size
86
Bernardi Securities, Inc. Details
Address
20 South Clark Streetsuite 2700
Chicago, IL 60603
Telephone
312-726-1431
Total Assets
$6,647,098.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
28
Plan Investment Options
This information is not available for this plan
Service Providers
This information is not available for this plan
Want professional advice on your Bernardi Securities, Inc. 401(k) Profit Sharing Plan? Request free proposals from financial advisors today.
Do you work at Bernardi Securities, Inc.? Do you see something that isn't correct in this data or have questions? Please contact us and let us know.