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Original filing (PDF)20240402150213NAL0006748387001
BARTLO PACKAGING, INC.
Form 5500-SF
FILING_RECEIVED
BARTLO PACKAGING, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 4.5 mo
Active participants
10
Accounts w/ balance
41
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
82
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.5 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARTLO PACKAGING, INC..
Plan sponsor
Name
BARTLO PACKAGING, INC.
EIN
22-1955538
Address
61 WILLET STREET · PASSAIC, NJ · 07055
Phone
(973) 778-6900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-04-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
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