How big is Bartells & Pease, Ltd.'s plan?

Bartells & Pease, Ltd.'s plan reported $318K in assets and 3 participants for 2025.

Original filing (PDF)20260311143147NAL0005399696001

Bartells & Pease, Ltd.

Name: Bartells & Pease, Ltd. — Bartells & Pease, Ltd., Form 5500 (2025)
Creator: Bartells & Pease, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartells & Pease, Ltd. Retirement Plan

Defined-contribution retirement plan · Bartells & Pease, Ltd.'s Bartells & Pease, Ltd. Retirement Plan held $318K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

People on this filing

Eric Pease signed Bartells & Pease, Ltd.'s 2025 Form 5500 as plan administrator.

Eric Pease — 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

Bartells & Pease, Ltd.'s EIN is 39-1688213.

EIN 39-1688213

Plan number 001

Plan year 2025

ACK ID 20260311143147NAL0005399696001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bartells & Pease, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Bartells & Pease, Ltd.'s plan includes profit-sharing.

Decision-maker contacts

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

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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