What public Form 5500 filings show about the The F.A. Bartlett Tree Expert Co. 401(k) plan — and how to find and check your own account.
The F.A. Bartlett Tree Expert Co. (EIN 06-0254490) reports BARTLETT TREE 401(K) PLAN on its most recent Form 5500, with $201.4M in plan assets across 2,907 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 The F.A. Bartlett Tree Expert Co. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The F.A. Bartlett Tree Expert Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CIGNA HEALTH AND LIFE INSURANCE CO, STRATEGIC ADVISORS.
