How big is Bartley & DICK LLC's plan?

Bartley & DICK LLC's plan reported $334K in assets and 6 participants for 2025.

Original filing (PDF)20260422143150NAL0001992915001

Bartley & DICK LLC

Name: Bartley & DICK LLC — Bartley & DICK LLC 401(k), Form 5500 (2025)
Creator: Bartley & DICK LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartley & DICK LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Bartley & DICK LLC's Bartley & DICK LLC 401(k) Profit Sharing Plan & Trust held $334K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

People on this filing

Edward Rojas signed Bartley & DICK LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Bartley & DICK LLC's EIN is 45-5378093.

EIN 45-5378093

Plan number 001

Plan year 2025

ACK ID 20260422143150NAL0001992915001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Bartley & DICK LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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