How big is Bartholomew Insurance Services I's plan?

Bartholomew Insurance Services I's plan reported $77K in assets and 6 participants for 2024.

Original filing (PDF)20250620144647NAL0004003777001

Bartholomew Insurance Services I

Name: Bartholomew Insurance Services I — Bartholomew, Form 5500 (2024)
Creator: Bartholomew Insurance Services I
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartholomew Insurance Services Inc. 401(k) Profit Sharing Plan &

401(k) retirement plan · Bartholomew Insurance Services I's Bartholomew Insurance Services Inc. 401(k) Profit Sharing Plan & held $77K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

People on this filing

Stacy Bartholomew signed Bartholomew Insurance Services I's 2024 Form 5500 as plan administrator.

Stacy 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

Bartholomew Insurance Services I's EIN is 86-1470439.

EIN 86-1470439

Plan number 001

Plan year 2024

ACK ID 20250620144647NAL0004003777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bartholomew Insurance Services I from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bartholomew Insurance Services I's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTHOLOMEW INSURANCE SERVICES I.

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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