How big is Bartlett Investments, LLC's plan?

Bartlett Investments, LLC's plan reported $1.5M in assets and 58 participants for 2024.

Original filing (PDF)20250528123625NAL0012893568001

Bartlett Investments, LLC

Name: Bartlett Investments, LLC — Bartlett Investments, Form 5500 (2024)
Creator: Bartlett Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartlett Investments, LLC 401(k) Plan

401(k) retirement plan · Bartlett Investments, LLC's Bartlett Investments, LLC 401(k) Plan held $1.5M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Tom Carter signed Bartlett Investments, LLC's 2024 Form 5500 as plan administrator.

Tom Carter — 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 Investments, LLC's EIN is 74-2552094.

EIN 74-2552094

Plan number 004

Plan year 2024

ACK ID 20250528123625NAL0012893568001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bartlett Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bartlett Investments, LLC'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 INVESTMENTS, LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off