How big is Barton Management, Inc.'s plan?

Barton Management, Inc.'s plan reported $10.0M in assets and 34 participants for 2024.

Original filing (PDF)20250514114818NAL0042962274001

Barton Management, Inc.

Name: Barton Management, Inc. — Barton Management, Inc., Form 5500 (2024)
Creator: Barton Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barton Management, Inc. 401(k) Plan

401(k) retirement plan · Barton Management, Inc.'s Barton Management, Inc. 401(k) Plan held $10.0M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

People on this filing

ANCA ZOTA-Oviedo signed Barton Management, Inc.'s 2024 Form 5500 as plan administrator.

ANCA ZOTA-Oviedo — 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

Barton Management, Inc.'s EIN is 36-4163246.

EIN 36-4163246

Plan number 001

Plan year 2024

ACK ID 20250514114818NAL0042962274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barton Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barton Management, Inc.'s plan includes profit-sharing, 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 BARTON MANAGEMENT, 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

Knocking points off