How big is Bartlett, Pontiff, Stewart & Rhodes P.C.'s plan?

Bartlett, Pontiff, Stewart & Rhodes P.C.'s plan reported $31.5M in assets and 34 participants for 2024.

Original filing (PDF)20250929150732NAL0011459329001

Bartlett, Pontiff, Stewart & Rhodes P.C.

Name: Bartlett, Pontiff, Stewart & Rhodes P.C. — Form 5500 Plan 001 (2024)
Creator: Bartlett, Pontiff, Stewart & Rhodes P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartlett, Pontiff, Stewart & Rhodes, P.C. Pension Plan

Defined-contribution retirement plan · Bartlett, Pontiff, Stewart & Rhodes P.C.'s Bartlett, Pontiff, Stewart & Rhodes, P.C. Pension Plan held $31.5M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31.5M

Net assets (EOY)

$31.5M

People on this filing

Jonathan C. Lapper signed Bartlett, Pontiff, Stewart & Rhodes P.C.'s 2024 Form 5500 as plan administrator.

Jonathan C. Lapper — 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

Bartlett, Pontiff, Stewart & Rhodes P.C.'s EIN is 14-1622136.

EIN 14-1622136

Plan number 001

Plan year 2024

ACK ID 20250929150732NAL0011459329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bartlett, Pontiff, Stewart & Rhodes P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bartlett, Pontiff, Stewart & Rhodes P.C.'s plan includes money-purchase contributions.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTLETT, PONTIFF, STEWART & RHODES P.C..

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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