How big is Ronald A. Bartlett & Associates, Ltd.'s plan?

Ronald A. Bartlett & Associates, Ltd.'s plan reported $181K in assets and 3 participants for 2025.

Original filing (PDF)20260320154643NAL0006443523001

Ronald A. Bartlett & Associates, Ltd.

Name: Ronald A. Bartlett & Associates, Ltd. — Ronald A., Form 5500 (2025)
Creator: Ronald A. Bartlett & Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ronald A. Bartlett & Associates, Ltd. 401(k) Plan

401(k) retirement plan · Ronald A. Bartlett & Associates, Ltd.'s Ronald A. Bartlett & Associates, Ltd. 401(k) Plan held $181K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$181K

Net assets (EOY)

$181K

People on this filing

Ronald A. Bartlett signed Ronald A. Bartlett & Associates, Ltd.'s 2025 Form 5500 as plan administrator.

Ronald A. Bartlett — 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

Ronald A. Bartlett & Associates, Ltd.'s EIN is 11-3342494.

EIN 11-3342494

Plan number 001

Plan year 2025

ACK ID 20260320154643NAL0006443523001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ronald A. Bartlett & Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ronald A. Bartlett & Associates, Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RONALD A. BARTLETT & ASSOCIATES, LTD..

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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