How big is Bartlett Co-OP ASSN's plan?

Bartlett Co-OP ASSN's plan reported $503K in assets and 109 participants for 2024.

Original filing (PDF)20250814091652NAL0008962611001

Bartlett Co-OP ASSN

Name: Bartlett Co-OP ASSN — UBG 401(k) - Bartlett Co-OP, Form 5500 (2024)
Creator: Bartlett Co-OP ASSN
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UBG 401(k) - Bartlett Co-OP

401(k) retirement plan · Bartlett Co-OP ASSN's UBG 401(k) - Bartlett Co-OP held $503K in plan assets for 109 participants in 2024.

Active participants

109

Accounts w/ balance

Plan assets (EOY)

$503K

Net assets (EOY)

$503K

People on this filing

Brent Evans signed Bartlett Co-OP ASSN's 2024 Form 5500 as plan administrator.

Brent Evans — 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

Bartlett Co-OP ASSN's EIN is 48-0538481.

EIN 48-0538481

Plan number 002

Plan year 2024

ACK ID 20250814091652NAL0008962611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bartlett Co-OP ASSN from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bartlett Co-OP ASSN's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTLETT CO-OP ASSN.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score