How big is Bartlett & Co. Wealth Management LLC's plan?

Bartlett & Co. Wealth Management LLC's plan reported $42.2M in assets and 84 participants for 2024.

Original filing (PDF)20250425082136NAL0008672449001

Bartlett & Co. Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Bartlett & Co. Wealth Management LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Bartlett & Co. Wealth Management LLC's Bartlett & Co. Wealth Management LLC 401(k) Profit Sharing Plan held $42.2M in plan assets for 84 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42.2M

Net assets (EOY)

$42.2M

People on this filing

CHAD Kolde signed Bartlett & Co. Wealth Management LLC's 2024 Form 5500 as plan administrator.

CHAD Kolde — 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 & Co. Wealth Management LLC's EIN is 82-3939580.

EIN 82-3939580

Plan number 001

Plan year 2024

ACK ID 20250425082136NAL0008672449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bartlett & Co. Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bartlett & Co. Wealth Management 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 & CO. WEALTH MANAGEMENT LLC.

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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