How big is Bartels Group's plan?

Bartels Group's plan reported $37K in assets and 13 participants for 2024.

Original filing (PDF)20251014130936NAL0004030720001

Bartels Group

Name: Bartels Group — Bartels Group 401(k) Plan, Form 5500 (2024)
Creator: Bartels Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartels Group 401(k) Plan

401(k) retirement plan · Bartels Group's Bartels Group 401(k) Plan held $37K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

People on this filing

Andrew Peterson signed Bartels Group's 2024 Form 5500 as plan administrator.

Andrew Peterson — 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

Bartels Group's EIN is 37-1939356.

EIN 37-1939356

Plan number 001

Plan year 2024

ACK ID 20251014130936NAL0004030720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bartels Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bartels Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTELS GROUP.

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Plan health score

Above-average plan

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