Back to filter
Original filing (PDF)20250918105359NAL0001316609001
BARTLEY PUMP PM LLC
Form 5500-SF
FILING_RECEIVED
BARTLEY PUMP PM LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
22
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARTLEY PUMP PM LLC.
Plan sponsor
Name
BARTLEY PUMP PM LLC
EIN
82-2139451
Address
4000 SOUTH MOORLAND AVENUE · SANTA ROSA, CA · 95407
Phone
(707) 584-9191
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Utilities plans
CHAUTAUQUA UTILITY DISTRICT
CHAUTAUQUA UTILITY DISTRICT MONEY PURCHASE PLAN
$1.1M · 6 participants
PROFESSIONAL STARTUP AND OPERATING SERVICES, INC.
PROFESSIONAL STARTUP AND OPERATING SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 21 participants
BENCON ENTERPRISES, INC. DBA SUPERIOR WATER SERVICES
SUPERIOR WATER SERVICES, INC. 401(K) PLAN
$1.1M · 16 participants
CENTRAL CAL WATER WORKS, INC.
CENTRAL CAL WATER WORKS, INC. 401K PLAN
$1.1M · 19 participants
KLEIMAN PUMP & WELL DRILLING, INC.
KLEIMAN PUMP & WELL DRILLING, INC. 401(K) PLAN
$1.1M · 16 participants
EASTERN BARTHOLOMEW WATER CORPORATION
EASTERN BARTHOLOMEW PENSION PLAN - MONEY PURCHASE PLAN
$1.1M · 9 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B