How big is Bartholomew Insurance, LLC's plan?

Bartholomew Insurance, LLC's plan reported $55K in assets and 7 participants for 2024.

Original filing (PDF)20250619112931NAL0004672720001

Bartholomew Insurance, LLC

Name: Bartholomew Insurance, LLC — Bartholomew Insurance, Form 5500 (2024)
Creator: Bartholomew Insurance, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartholomew Insurance, LLC 401(k) Plan

401(k) retirement plan · Bartholomew Insurance, LLC's Bartholomew Insurance, LLC 401(k) Plan held $55K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$55K

Net assets (EOY)

$55K

People on this filing

Thomas Bartholomew signed Bartholomew Insurance, LLC's 2024 Form 5500 as plan administrator.

Thomas Bartholomew — 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

Bartholomew Insurance, LLC's EIN is 45-4039408.

EIN 45-4039408

Plan number 001

Plan year 2024

ACK ID 20250619112931NAL0004672720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bartholomew Insurance, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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