What public Form 5500 filings show about the Barton & Associates Inc. 401(k) plan — and how to find and check your own account.
Barton & Associates Inc. (EIN 04-3582777) reports BARTON & ASSOCIATES INC 401K PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $22.4M in plan assets across 531 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Barton & Associates Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Barton & Associates Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GUIDANCE POINT RETIREMENT, EMPOWER ANNUITY INSURANCE CO.
