How big is Barten Law Office PC's plan?

Barten Law Office PC's plan reported $731K in assets and 9 participants for 2024.

Original filing (PDF)20251007084146NAL0011038146001

Barten Law Office PC

Name: Barten Law Office PC — Barten Law Office PC Safe, Form 5500 (2024)
Creator: Barten Law Office PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barten Law Office PC Safe Harbor 401(k) Plan

401(k) retirement plan · Barten Law Office PC's Barten Law Office PC Safe Harbor 401(k) Plan held $731K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$731K

Net assets (EOY)

$731K

People on this filing

Joann L. Barten signed Barten Law Office PC's 2024 Form 5500 as plan administrator.

Joann L. Barten — 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

Barten Law Office PC's EIN is 20-3568648.

EIN 20-3568648

Plan number 001

Plan year 2024

ACK ID 20251007084146NAL0011038146001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barten Law Office PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barten Law Office PC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTEN LAW OFFICE PC.

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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