How big is Barton Gilman LLP Retirement Plan's plan?

Barton Gilman LLP Retirement Plan's plan reported $16.4M in assets and 70 participants for 2024.

Original filing (PDF)20250920070446NAL0003185377001

Barton Gilman LLP Retirement Plan

Name: Barton Gilman LLP Retirement Plan — Form 5500 (2024)
Creator: Barton Gilman LLP Retirement Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Barton Gilman LLP Retirement Plan held $16.4M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

100

Plan assets (EOY)

$16.4M

Net assets (EOY)

$16.4M

Plan identifiers

Barton Gilman LLP Retirement Plan's EIN is 04-3286391.

EIN 04-3286391

Plan number 001

Plan year 2024

ACK ID 20250920070446NAL0003185377001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barton Gilman LLP Retirement Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barton Gilman LLP Retirement Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTON GILMAN LLP RETIREMENT PLAN.

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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