How big is Bartelt Insurance Services, LLC's plan?

Bartelt Insurance Services, LLC's plan reported $1.0M in assets and 11 participants for 2024.

Original filing (PDF)20250516084248NAL0020187761001

Bartelt Insurance Services, LLC

Name: Bartelt Insurance Services, LLC — Bartelt Insurance, Form 5500 (2024)
Creator: Bartelt Insurance Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartelt Insurance Services, LLC 401(k) Plan

401(k) retirement plan · Bartelt Insurance Services, LLC's Bartelt Insurance Services, LLC 401(k) Plan held $1.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Bartelt Insurance Services, LLC's EIN is 27-2227827.

EIN 27-2227827

Plan number 001

Plan year 2024

ACK ID 20250516084248NAL0020187761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bartelt Insurance Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bartelt Insurance Services, LLC'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 BARTELT INSURANCE SERVICES, LLC.

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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