Original filing (PDF)20250528123625NAL0012893568001

BARTLETT INVESTMENTS, LLC

Name: BARTLETT INVESTMENTS, LLC — BARTLETT INVESTMENTS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: BARTLETT INVESTMENTS, LLC

Form 5500-SF

FILING_RECEIVED

BARTLETT INVESTMENTS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARTLETT INVESTMENTS, LLC.

Plan sponsor

Name

BARTLETT INVESTMENTS, LLC

EIN

74-2552094

Address

2408 W. ANDERSON LANE · AUSTIN, TX · 78757

Phone

(512) 762-5184

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

RETIREMENT PLAN FIDUCIARIES, LLC.

EIN

90-0815510

City

AUSTIN, TX

Phone

(512) 394-6596

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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