The Bartley Corporation's EIN is 52-0911834.
Download the official 2024 Form 5500 (PDF) for The Bartley Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Bartley Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST INST OPS CO, LLC | 04-2647786 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | ADVISOR | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Money market Vanguard Cash Rsrv Federal MnyMktAdmiral N/A | Mutual Funds | — | $2.6M | $2.6M | 25.6% | |
| BlackRock LifePath Index 2035 Fund K Mutual Fund N/A | Other securities | — | — | $1.4M | 14.1% | |
| Vanguard Small-Cap Index Fund Admiral Mutual Fund N/A | Common Collective Trusts | — | — | $1.1M | 10.3% | |
| JPM Large Cap Growth Fund Class R6 Mutual Fund N/A | Other securities | — | — | $709K | 6.9% | |
| BlackRock LifePath Index 2050 Fund K Mutual Fund N/A | Other securities | — | — | $702K | 6.9% | |
| Voya Fixed Account Guaranteed Investment contract N/A | Stable Value | — | — | $536K | 5.3% | |
| BlackRock LifePath Index 2040 Fund K Mutual Fund N/A | Other securities | — | — | $523K | 5.1% | |
| Vanguard Total Int'l Stock Index Fund Admiral Shares Mutual Fund N/A | Common Collective Trusts | — | — | $470K | 4.6% | |
| Fidelity Total Bond K6 Fund Mutual Fund N/A | Mutual Funds | — | — | $334K | 3.3% | |
| BlackRock LifePath Index 2025 Fund K Mutual Fund N/A ** - BlackRock LifePath Index 2030 Fund K Mutual Fund N/A | Other securities | — | — | $318K | 3.1% | |
| Participant loans Interest at 4.50% - 10.50% N/A | Bonds / Notes | — | — | $272K | 2.7% | |
| American Funds EuroPacific R6 Mutual Fund N/A | Mutual Funds | — | — | $241K | 2.4% | |
| BlackRock LifePath Index 2045 Fund K Mutual Fund N/A | Other securities | — | — | $215K | 2.1% | |
| BlackRock LifePath Ind Retirement Fund K Mutual Fund N/A | Other securities | — | — | $214K | 2.1% | |
| 2019 * Participant contributions | Other securities | — | — | $203K | 2.0% | |
| 2021 * Participant contributions | Other securities | — | — | $175K | 1.7% | |
| 2020 * Participant contributions | Other securities | — | — | $168K | 1.6% | |
| 2018 * Participant contributions | Other securities | — | — | $162K | 1.6% | |
| Victory Sycamore Established Value F Mutual Fund N/A | Other securities | — | — | $146K | 1.4% | |
| BlackRock LifePath Index 2060 Fund K Mutual Fund N/A | Other securities | — | — | $142K | 1.4% | |
| Fidelity Blended Income Fund Mutual Fund N/A | Mutual Funds | — | — | $132K | 1.3% | |
| BlackRock LifePath Index 2055 Fund K Mutual Fund N/A | Other securities | — | — | $118K | 1.2% | |
| 2019 * Loan repayments | Other securities | — | — | $101K | 1.0% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual Fund N/A | Common Collective Trusts | — | — | $68K | 0.7% | |
| Vanguard 500 Index Fund Admiral Mutual Fund N/A | Common Collective Trusts | — | — | $65K | 0.6% | |
| 2021 * Loan repayments | Other securities | — | — | $53K | 0.5% | |
| 2020 * Loan repayments | Other securities | — | — | $48K | 0.5% | |
| Fidelity Emerging Markets Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $43K | 0.4% | |
| BlackRock LifePath Index 2065 Fund K Mutual Fund N/A | Other securities | — | — | $9K | <0.1% | |
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
