How big is Bartlett & Steadman Co, Inc.'s plan?

Bartlett & Steadman Co, Inc.'s plan reported $1.0M in assets and 9 participants for 2024.

Original filing (PDF)20260323075455NAL0001977904001

Bartlett & Steadman Co, Inc.

Name: Bartlett & Steadman Co, Inc. — Bartlett & Steadman, Form 5500 (2024)
Creator: Bartlett & Steadman Co, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartlett & Steadman Company in 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bartlett & Steadman Co, Inc.'s Bartlett & Steadman Company in 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 9 participants in 2024.

Signals · 1

Late filing · 4.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Shelli Porcaro-Hermance signed Bartlett & Steadman Co, Inc.'s 2024 Form 5500 as plan administrator.

Shelli Porcaro-Hermance — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bartlett & Steadman Co, Inc.'s EIN is 04-2487751.

EIN 04-2487751

Plan number 001

Plan year 2024

ACK ID 20260323075455NAL0001977904001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bartlett & Steadman Co, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bartlett & Steadman Co, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTLETT & STEADMAN CO, INC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off