Original filing (PDF)20250929150732NAL0011459329001

BARTLETT, PONTIFF, STEWART & RHODES P.C.

Name: BARTLETT, PONTIFF, STEWART & RHODES P.C. — BARTLETT, PONTIFF, STEWART & RHODES, P.C. PENSION PLAN, Form 5500 (2024)
Creator: BARTLETT, PONTIFF, STEWART & RHODES P.C.

Form 5500-SF

FILING_RECEIVED

BARTLETT, PONTIFF, STEWART & RHODES, P.C. PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$31.5M

Net assets (EOY)

$31.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARTLETT, PONTIFF, STEWART & RHODES P.C..

Plan sponsor

Name

BARTLETT, PONTIFF, STEWART & RHODES P.C.

EIN

14-1622136

Address

1 WASHINGTON STREET · PO BOX 2168 · GLENS FALLS, NY · 12801

Phone

(518) 792-2117

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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