Original filing (PDF)20250720190830NAL0000582705001

BARTELL GEORGALAS AND JUA

Name: BARTELL GEORGALAS AND JUA — BARTELL GEORGALAS AND JUAREZ LPA -401, Form 5500 (2024)
Creator: BARTELL GEORGALAS AND JUA

Form 5500-SF

FILING_RECEIVED

BARTELL GEORGALAS AND JUAREZ LPA -401

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARTELL GEORGALAS AND JUA.

Plan sponsor

Name

BARTELL GEORGALAS AND JUA

EIN

85-1191982

Address

6505 ROCKSIDE RD · STE 275 · INDEPENDENCE, OH · 44131

Phone

(216) 238-9581

Industry

Other Services (ex. Public Admin)see 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

2025-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

LOFT PARTNERS LLC

LOFT PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

$60K · 5 participants

LANIER THERAPY SOUTH INC

LANIER THERAPY SOUTH INC 401(K) PROFIT SHARING PLAN & TRUST

$60K · 9 participants

CHESSAWANOCK ISLAND OYSTERS IN

CHESSAWANOCK ISLAND OYSTERS IN 401(K) PROFIT SHARING PLAN & TRUST

$60K · 5 participants

GOLDEN EMPIRE SECURITY, INC.

GOLDEN EMPIRE SECURITY, INC. 401(K) PLAN

$60K · 157 participants

BEERE HOSPITALITY GROUP LLC