How big is Aaron Barty LLC's plan?

Aaron Barty LLC's plan reported $862 in assets and 1 participants for 2023.

Original filing (PDF)20241007110200NAL0025987200001

Aaron Barty LLC

Name: Aaron Barty LLC — Bartholomew CPA 401(k) Plan, Form 5500 (2023)
Creator: Aaron Barty LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartholomew CPA 401(k) Plan

401(k) retirement plan · Aaron Barty LLC's Bartholomew CPA 401(k) Plan held $862 in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$862

Net assets (EOY)

$862

People on this filing

Aaron Bartholomew signed Aaron Barty LLC's 2023 Form 5500 as plan administrator.

Aaron Bartholomew — 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

Aaron Barty LLC's EIN is 85-4301302.

EIN 85-4301302

Plan number 001

Plan year 2023

ACK ID 20241007110200NAL0025987200001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Aaron Barty LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Aaron Barty 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 AARON BARTY 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