How big is Bartlett, LLP's plan?

Bartlett, LLP's plan reported $7.7M in assets and 62 participants for 2024.

Original filing (PDF)20250918074859NAL0000553331001

Bartlett, LLP

Name: Bartlett, LLP — Bartlett, LLP 401(k) Profit Sharing, Form 5500 (2024)
Creator: Bartlett, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartlett, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Bartlett, LLP's Bartlett, LLP 401(k) Profit Sharing Plan held $7.7M in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

Plan identifiers

Bartlett, LLP's EIN is 11-3091901.

EIN 11-3091901

Plan number 002

Plan year 2024

ACK ID 20250918074859NAL0000553331001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bartlett, LLP'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, LLP.

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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

Knocking points off