BARTELL & ASSOCIATES INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
1
Plan assets (EOY)
$643K
Net assets (EOY)
$643K
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
69
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARTELL & KWIATKOWSKI LLC.
Plan sponsor
Name
BARTELL & KWIATKOWSKI LLC
EIN
87-4107590
Address
5333 MISSION CENTER ROAD, SUITE 115 · SAN DIEGO, CA · 92108
