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Original filing (PDF)20250929090849NAL0026301666001
BARTON SOLVENTS, INC.
Form 5500
FILING_RECEIVED
BARTON SOLVENTS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
219
Accounts w/ balance
288
Plan assets (EOY)
$64.6M
Net assets (EOY)
$64.6M
How this plan invests
This plan
10 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 26 bps in Schedule C fees — 64% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARTON SOLVENTS, INC..
Plan sponsor
Name
BARTON SOLVENTS, INC.
EIN
42-0683217
Address
PO BOX 221 · DES MOINES, IA · 503060221
Phone
(515) 265-7998
Industry
Wholesale Tradesee 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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MARSHALL VANDER LINDEN CPA, PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| WELLTH ADVISORY SERVICES, LLC | 99-2539506 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $170K | — |
Investments
10 direct securities · 10 pooled funds· $61.7M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$36.3M
5 holdings
Uncategorized
$20.0M
10 holdings
Pooled Separate Account
$5.3M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $12.5M | 19.3% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $9.0M | 13.9% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $8.7M | 13.5% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $6.2M | 9.6% | |
| Fidelity Investments Fidelity Equity Income K6 | — | — | — | $6.0M | 9.3% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $5.4M | 8.3% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $2.4M | 3.8% | |
| SEI Trust Company Allspring Specialty Mid Cap Value R6 | — | — | — | $1.9M | 2.9% | |
| American Century Investments American Century Small Cap Value R6 | — | — | — | $1.9M | 2.9% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $1.6M | 2.5% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $1.6M | 2.4% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $1.5M | 2.4% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $686K | 1.1% | |
| Principal Life Insurance Company Principal Financial Group Inc. Stock SA-R6 | — | — | — | $621K | 1.0% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $621K | 1.0% | |
| BlackRock iShares U.S. Aggregate Bond Index K | — | — | — | $459K | 0.7% | |
| Dimensional Fund Advisors DFA International Small Cap Growth | — | — | — | $456K | 0.7% | |
| Lazard Investment Management Lazard Emerging Market Equity Advisors I | — | — | — | $220K | 0.3% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% | |
| EMERGING MARKETS R1 FUND GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
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