How big is Bartlett and Steadman's plan?

Bartlett and Steadman's plan reported $585K in assets and 15 participants for 2024.

Original filing (PDF)20250717141929NAL0000226355001

Bartlett and Steadman

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

Form 5500-SF

FILING_RECEIVED

Bartlett and Steadman Corp. 401(k) Plan

401(k) retirement plan · Bartlett and Steadman's Bartlett and Steadman Corp. 401(k) Plan held $585K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$585K

Net assets (EOY)

$585K

People on this filing

Marcus Bowie signed Bartlett and Steadman's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 and Steadman's EIN is 04-2992764.

EIN 04-2992764

Plan number 001

Plan year 2024

ACK ID 20250717141929NAL0000226355001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bartlett and Steadman's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 AND STEADMAN.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score