How big is Bartley Financial Advisors, LLC's plan?

Bartley Financial Advisors, LLC's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20251013022135NAL0000298835001

Bartley Financial Advisors, LLC

Name: Bartley Financial Advisors, LLC — Bartley Financial, Form 5500 (2024)
Creator: Bartley Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartley Financial Advisors, Inc. 401(k) Plan

401(k) retirement plan · Bartley Financial Advisors, LLC's Bartley Financial Advisors, Inc. 401(k) Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Bartley Financial Advisors, LLC's EIN is 83-2958554.

EIN 83-2958554

Plan number 001

Plan year 2024

ACK ID 20251013022135NAL0000298835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bartley Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bartley Financial Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTLEY FINANCIAL ADVISORS, LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

BARTLEY FINANCIAL ADVISORS, LLC

EIN

all filings

Address

169 SOUTH RIVER ROAD SUITE 17 · BEDFORD, NH · 03110

Phone

(603) 625-9900

Industry

Finance & Insurance

Plan administrator