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MAREEN BARTLETT & DAVID BROWN, ATTORNEYS AT LAW — MAREEN BARTLETT & DAVID BROWN, ATTORNEYS AT LAW 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251229132434NAL0009757891001
MAREEN BARTLETT & DAVID BROWN, ATTORNEYS AT LAW
Form 5500-SF
FILING_RECEIVED
MAREEN BARTLETT & DAVID BROWN, ATTORNEYS AT LAW 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.4 mo
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
87
/ 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
94
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MAREEN BARTLETT & DAVID BROWN, ATTORNEYS AT LAW
.
Find decision makers
Plan sponsor
Name
MAREEN BARTLETT & DAVID BROWN, ATTORNEYS AT LAW
EIN
26-1115360
Address
1016 MELLEN STREET · CENTRALIA, WA · 98531
Phone
(360) 623-1070
Industry
Law Offices
· Professional & Technical Services
see 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
2025-12-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 1.4 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.
—
Trustee phone
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Small plan (5500-SF) — Schedule H data not available.
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