How big is Barthuli & Associates' plan?

Barthuli & Associates' plan reported $1.8M in assets and 5 participants for 2025.

Original filing (PDF)20260304181431NAL0002088147001

Barthuli & Associates

Name: Barthuli & Associates — Barthuli & Associates, Form 5500 (2025)
Creator: Barthuli & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barthuli & Associates Insurance Services, Inc. 401(k) Retirement Plan

401(k) retirement plan · Barthuli & Associates' Barthuli & Associates Insurance Services, Inc. 401(k) Retirement Plan held $1.8M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Barthuli & Associates' EIN is 77-0500722.

EIN 77-0500722

Plan number 001

Plan year 2025

ACK ID 20260304181431NAL0002088147001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Barthuli & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Barthuli & Associates' 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 BARTHULI & ASSOCIATES.

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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

Helping the score