Bartlett Rochester & Distribution's EIN is 74-3168509.
Download the official 2024 Form 5500 (PDF) for Bartlett Rochester & Distribution from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bartlett Rochester & Distribution's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREFERRED PENSION PLANNING CORP. | 22-3200158 | BRIDGEWATER, NJ | TPA | $1K | — |
