How big is Bartlett, LLP's plan?

Bartlett, LLP's plan reported $658K in assets and 10 participants for 2024.

Original filing (PDF)20250918075850NAL0001119937001

Bartlett, LLP

Name: Bartlett, LLP — Bartlett, LLP Cash Balance Plan, Form 5500 (2024)
Creator: Bartlett, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartlett, LLP Cash Balance Plan

Defined-benefit pension plan · Bartlett, LLP's Bartlett, LLP Cash Balance Plan held $658K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$658K

Net assets (EOY)

$658K

Plan identifiers

Bartlett, LLP's EIN is 11-3091901.

EIN 11-3091901

Plan number 003

Plan year 2024

ACK ID 20250918075850NAL0001119937001

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 a cash-balance formula, a frozen benefit (no new accruals).

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off