How big is Mark Bartelstein & Associates, Inc.'s plan?

Mark Bartelstein & Associates, Inc.'s plan reported $10.7M in assets and 38 participants for 2024.

Original filing (PDF)20251002135400NAL0000581009001

Mark Bartelstein & Associates, Inc.

Name: Mark Bartelstein & Associates, Inc. — Mark Bartelste, Form 5500 (2024)
Creator: Mark Bartelstein & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark Bartelstein & Associates 401(k) Plan

401(k) retirement plan · Mark Bartelstein & Associates, Inc.'s Mark Bartelstein & Associates 401(k) Plan held $10.7M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

Plan identifiers

Mark Bartelstein & Associates, Inc.'s EIN is 36-4056452.

EIN 36-4056452

Plan number 001

Plan year 2024

ACK ID 20251002135400NAL0000581009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark Bartelstein & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark Bartelstein & Associates, Inc.'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 MARK BARTELSTEIN & ASSOCIATES, INC..

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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