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Original filing (PDF)20250917183323NAL0000888416001
BARTLIT BECK LLP
Form 5500
FILING_RECEIVED
BARTLIT BECK LLP 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
168
Accounts w/ balance
203
Plan assets (EOY)
$99.7M
Net assets (EOY)
$99.6M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Concentration risk
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Institutional Index Fund" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARTLIT BECK LLP.
Plan sponsor
Name
BARTLIT BECK LLP
EIN
36-3909157
Address
54 W. HUBBARD STREET · SUITE 300 · CHICAGO, IL · 60654
Phone
(312) 494-4400
Industry
Law Offices· Professional & Technical Servicessee 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
2025-09-17
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
DHJJ LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMI | — | NORTHBROOK, IL | NONE | $93K | — |
| HOWARD SIMON & ASSOCIATES, INC. | — | RIVERWOODS, IL | NONE | $81K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
29 direct securities· $98.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $28.1M | 28.2% | |
| MFS Growth Fund Class R6 | — | — | — | $16.8M | 16.8% | |
| American Funds American Balanced R6 Fund | — | — | — | $12.9M | 13.0% | |
| JPMorgan Mid Cap Growth Fund R6 Fund | — | — | — | $7.0M | 7.1% | |
| American Funds EuroPacific Growth R6 Fund | — | — | — | $4.2M | 4.2% | |
| Vanguard FTSE All-World Ex-US Index Admiral | — | — | — | $3.3M | 3.3% | |
| JPMorgan Mid Cap Value Fund Institutional | — | — | — | $3.2M | 3.2% | |
| PGIM Total Return Bond | — | — | — | $2.9M | 2.9% | |
| American Funds Capital Income Builder R6 Fund | — | — | — | $2.9M | 2.9% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $2.5M | 2.5% | |
| Vanguard Small Cap Index Admiral | — | — | — | $2.5M | 2.5% | |
| Vanguard Intermediate-Term Bond Index Admiral | — | — | — | $2.2M | 2.2% | |
| Money Market Deposit Accounts * Charles Schwab Bank Savings | — | — | — | $2.0M | 2.0% | |
| T. Rowe Price T. Row Price Dividend | — | — | — | $1.8M | 1.8% | |
| American Funds American Funds 2030 | — | — | — | $1.1M | 1.1% | |
| Lord Abbett Short Duration Income I | — | — | — | $954K | 1.0% | |
| Invesco Small Cap Value FD CL | — | — | — | $887K | 0.9% | |
| American Funds American Funds 2035 | — | — | — | $639K | 0.6% | |
| American Funds American Funds 2040 | — | — | — | $577K | 0.6% | |
| American Funds American Funds American | — | — | — | $523K | 0.5% | |
| Participant loans Interest rates from 3.25% to 8.50% -0- | — | — | — | $460K | 0.5% | |
| Charles Schwab Government Money Fund | — | — | — | $327K | 0.3% | |
| American Funds American Funds 2065 | — | — | — | $316K | 0.3% | |
| Cash * Charles Schwab Un-invested cash | — | — | — | $183K | 0.2% | |
| American Funds American Funds 2025 | — | — | — | $138K | 0.1% | |
| American Funds American Funds 2050 | — | — | — | $108K | 0.1% | |
| American Funds American Funds 2040 | — | — | — | $99K | <0.1% | |
| American Funds American Funds 2060 | — | — | — | $79K | <0.1% | |
| American Funds American Funds 2055 | — | — | — | $10K | <0.1% |
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