Back to filter
Original filing (PDF)20260220143040NAL0009357089001
BARTLETT ROCHESTER & DISTRIBUTION
Form 5500
FILING_RECEIVED
BARTLETT ROCHESTER & DISTRIBUTION 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.1 mo
Active participants
141
Accounts w/ balance
148
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
91
/ 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
88
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.1 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARTLETT ROCHESTER & DISTRIBUTION.
Plan sponsor
Name
BARTLETT ROCHESTER & DISTRIBUTION
EIN
74-3168509
Address
90-04 161ST STREET, SUITE 609 · JAMAICA, NY · 11432
Phone
(718) 658-2299
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-20
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | — | AUSTIN, TX | BROKER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREFERRED PENSION PLANNING CORP. | 22-3200158 | BRIDGEWATER, NJ | TPA | $1K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using PREFERRED PENSION PLANNING CORP.
TENACRE FOUNDATION
THE TENACRE FOUNDATION PENSION PLAN
$60.8M · 128 participants
TRINITY SOLAR, LLC
TRINITY SOLAR, LLC 401(K) PLAN
$60.0M · 2,725 participants
ALLENTOWN LLC
ALLENTOWN LLC 401(K) PROFIT SHARING PLAN
$41.6M · 256 participants
TENACRE FOUNDATION
TENACRE FOUNDATION 401K PLAN
$35.6M · 150 participants
BCB COMMUNITY BANK
BCB COMMUNITY BANK 401(K) PLAN
$19.5M · 186 participants
BELL MOTOR CARS, INC.
BELL AUTOMOTIVE NETWORK 401K PLAN
$14.0M · 352 participants
Similar-size Wholesale Trade plans
DEMERT BRANDS, INC.
DEMERT BRANDS 401(K) PLAN
$2.5M · 99 participants
MICUCCI WHOLESALE GROCERS
MICUCCI WHOLESALE GROCERS RETIREMENT SAVINGS PLAN
$2.5M · 24 participants
BEST BUY PRODUCE INT'L INC.
BEST BUY PRODUCE INT'L INC. 401(K) SAFE HARBOR PLAN
$2.5M · 97 participants
SPICES USA, INC.
SPICES USA, INC. 401(K) PLAN
$2.5M · 29 participants
HOUSTON DELI PROVISIONS, LP
HOUSTON DELI PROVISIONS 401(K) & PROFIT SHARING PLAN
$2.5M · 9 participants
VICTORY FOODSERVICE DISTRIBUTORS CORP.
VICTORY FOODSERVICE 401(K) PLAN
$2.5M · 284 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B