Original filing (PDF)20250515093653NAL0013336099002

JOHN C BARTENSTEIN

Name: JOHN C BARTENSTEIN — LAW OFFICE OF JOHN C BARTENSTEIN RETIREMENT PLAN, Form 5500 (2024)
Creator: JOHN C BARTENSTEIN

Form 5500-SF

FILING_RECEIVED

LAW OFFICE OF JOHN C BARTENSTEIN RETIREMENT PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$829K

Net assets (EOY)

$829K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN C BARTENSTEIN.

Plan sponsor

Name

JOHN C BARTENSTEIN

EIN

46-1777602all filings

Address

809 MASSACHUSETTS AVENUE · LEXINGTON, MA · 02420

Phone

(617) 633-4566

Industry

Law Offices· Professional & Technical Servicessee 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

2025-05-15

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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