Original filing (PDF)20250925144221NAL0009299808001

BARTS ELECTRIC COMPANY, INC.

Name: BARTS ELECTRIC COMPANY, INC. — BARTS ELECTRIC COMPANY, INC. EMPLOYEES 401K PLAN, Form 5500 (2024)
Creator: BARTS ELECTRIC COMPANY, INC.

Form 5500

FILING_RECEIVED

BARTS ELECTRIC COMPANY, INC. EMPLOYEES 401K PLAN

401(k) retirement plan

Active participants

380

Accounts w/ balance

417

Plan assets (EOY)

$21.8M

Net assets (EOY)

$21.8M

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (23rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTS ELECTRIC COMPANY, INC..

Plan sponsor

Name

BARTS ELECTRIC COMPANY, INC.

EIN

43-1671389

Address

7103 STEWART ROAD · PLEASANT VALLEY, MO · 64068

Phone

(816) 421-0007

Industry

Electrical Contractors· Constructionsee 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

2025-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

PICKETT, CHANEY & MCMULLEN LLP

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$35K	—
EMPOWER ADVISORY GROUP LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$10K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

28 direct securities · 1 pooled fund· $21.8M(100% 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.

Other securities

$18.1M

26 holdings

Common Stock

$2.1M

1 holding

Common Collective Trust

$1.2M

1 holding

Bonds / Notes

$407K

1 holding

					% of plan
Vanguard Target Retirement 2065 Mutual fund	Other securities	—	—	$2.1M	9.7%
Vanguard Target Retirement 2040 Mutual fund	Other securities	—	—	$2.1M	9.6%
Self-directed brokerage Mutual funds and common stock	Common Stock	—	—	$2.1M	9.6%
Vanguard Target Retirement 2060 Mutual fund	Other securities	—	—	$1.8M	8.4%
Vanguard Target Retirement 2045 Mutual fund	Other securities	—	—	$1.8M	8.4%
Vanguard Target Retirement 2035 Mutual fund	Other securities	—	—	$1.6M	7.5%
Vanguard Target Retirement 2030 Mutual fund	Other securities	—	—	$1.6M	7.4%
Vanguard Target Retirement 2055 Mutual fund	Other securities	—	—	$1.5M	6.6%
Vanguard Total Stock Market Index Mutual fund	Other securities	—	—	$1.3M	6.1%
PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$1.2M	5.6%
Vanguard Target Retirement 2050 Mutual fund	Other securities	—	—	$907K	4.2%
Fidelity Blue Chip Growth Mutual fund	Other securities	—	—	$498K	2.3%
Vanguard Total International Stock Index Mutual fund	Other securities	—	—	$435K	2.0%
Ishares US Aggregate Bond Index Mutual fund	Other securities	—	—	$419K	1.9%
Notes receivable from participants Interest rates ranging from 4.25% - 9.50%	Bonds / Notes	—	—	$407K	1.9%
Vanguard Target Retirement 2025 Mutual fund	Other securities	—	—	$344K	1.6%
American Funds Capital World Growth and Income Mutual fund	Other securities	—	—	$283K	1.3%
John Hancock Bond Mutual fund	Other securities	—	—	$208K	1.0%
American Funds Europacific Growth Fund Mutual fund	Other securities	—	—	$206K	0.9%
American Century Mid Cap Value Mutual fund	Other securities	—	—	$173K	0.8%
Empower T Rowe Price Mid Cap Growth Mutual fund	Other securities	—	—	$145K	0.7%
JPMorgan Equity Income Mutual fund	Other securities	—	—	$127K	0.6%
DFA US Targeted Value Mutual fund	Other securities	—	—	$111K	0.5%
DFA Real Estate Securities Mutual fund	Other securities	—	—	$91K	0.4%
JPMorgan US Equity Mutual fund	Other securities	—	—	$85K	0.4%
Vanguard Target Retirement Income Mutual fund	Other securities	—	—	$66K	0.3%
Fidelity Advisor Balanced Mutual fund	Other securities	—	—	$66K	0.3%
Janus Henderson Venture Mutual fund	Other securities	—	—	$43K	0.2%
Vanguard Target Retirement 2020 Mutual fund	Other securities	—	—	$2K	<0.1%