Original filing (PDF)20250403152354NAL0011682241001

BARTELLS & PEASE, LTD

Name: BARTELLS & PEASE, LTD — BARTELLS & PEASE, LTD RETIREMENT PLAN, Form 5500 (2024)
Creator: BARTELLS & PEASE, LTD

Form 5500-SF

FILING_RECEIVED

BARTELLS & PEASE, LTD RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

BARTELLS & PEASE, LTD

EIN

39-1688213all filings

Address

613 FOREST ST · WAUSAU, WI · 544035524

Phone

(715) 848-1801

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

2025-04-03

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BENDER & GRITZ, A PROFESSIONAL L

BENDER & GRITZ, 401(K) PLAN

$269K

HIGGINS LAW PRACTICE LLO

HIGGINS LAW PRACTICE 401K & TRUST

$269K · 6 participants

MARDIKES LAW LLC

MARDIKES LAW LLC 401K PLAN

$269K · 2 participants

BADEN LAW FIRM

BADEN LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST

$269K · 4 participants

MILLER & BORGEN

MILLER & BORGEN PROFIT SHARING PLAN

$269K · 4 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.