How big is Bartlett Heating & Cooling, Inc.'s plan?

Bartlett Heating & Cooling, Inc.'s plan reported $783K in assets and 32 participants for 2024.

Original filing (PDF)20250425113613NAL0008808241001

Bartlett Heating & Cooling, Inc.

Name: Bartlett Heating & Cooling, Inc. — Bartlett Heating, Form 5500 (2024)
Creator: Bartlett Heating & Cooling, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartlett Heating & Cooling 401(k) Plan

401(k) retirement plan · Bartlett Heating & Cooling, Inc.'s Bartlett Heating & Cooling 401(k) Plan held $783K in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$783K

Net assets (EOY)

$783K

People on this filing

Shannon M Bartlett signed Bartlett Heating & Cooling, Inc.'s 2024 Form 5500 as plan administrator.

Shannon M Bartlett — 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 Heating & Cooling, Inc.'s EIN is 58-1854197.

EIN 58-1854197

Plan number 001

Plan year 2024

ACK ID 20250425113613NAL0008808241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bartlett Heating & Cooling, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bartlett Heating & Cooling, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 HEATING & COOLING, INC..

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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

Knocking points off