Mark Salvatore signed Bartlett & West, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bartlett & West, Inc.'s EIN is 48-0770612.
Download the official 2024 Form 5500 (PDF) for Bartlett & West, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bartlett & West, Inc.'s plan includes an ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Bartlett & West, Inc. 14,430.5465 shares of common stock | Common Stocks | — | $52.2M | $72.3M | 83.4% | |
| Participant loans - various maturities, 8.50 - 9.50% - | Bonds / Notes | — | — | $521K | 0.6% |
