How big is Bartell & Bartell, Ltd.'s plan?

Bartell & Bartell, Ltd.'s plan reported $3.7M in assets and 14 participants for 2025.

Original filing (PDF)20260430153609NAL0000064323001

Bartell & Bartell, Ltd.

Name: Bartell & Bartell, Ltd. — Bartell and Bartell, Ltd., Form 5500 (2025)
Creator: Bartell & Bartell, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartell and Bartell, Ltd. 401(k) Plan

401(k) retirement plan · Bartell & Bartell, Ltd.'s Bartell and Bartell, Ltd. 401(k) Plan held $3.7M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Nicholas ZAPF signed Bartell & Bartell, Ltd.'s 2025 Form 5500 as plan administrator.

Nicholas ZAPF — 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

Bartell & Bartell, Ltd.'s EIN is 25-1409477.

EIN 25-1409477

Plan number 001

Plan year 2025

ACK ID 20260430153609NAL0000064323001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Bartell & Bartell, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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