How big is Bartow Associates, Inc.'s plan?

Bartow Associates, Inc.'s plan reported $4.1M in assets and 14 participants for 2024.

Original filing (PDF)20250929153816NAL0011493985001

Bartow Associates, Inc.

Name: Bartow Associates, Inc. — Bartow Associates, Inc., Form 5500 (2024)
Creator: Bartow Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartow Associates, Inc. 401(k) Retirement Plan

401(k) retirement plan · Bartow Associates, Inc.'s Bartow Associates, Inc. 401(k) Retirement Plan held $4.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Keith S. Bartow, Jr. signed Bartow Associates, Inc.'s 2024 Form 5500 as plan administrator.

Keith S. Bartow, Jr. — 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

Bartow Associates, Inc.'s EIN is 92-0161790.

EIN 92-0161790

Plan number 001

Plan year 2024

ACK ID 20250929153816NAL0011493985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bartow Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bartow Associates, Inc.'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 BARTOW ASSOCIATES, INC..

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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

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 (87th percentile).

Plan sponsor

Name

BARTOW ASSOCIATES, INC.

EIN

all filings

Address

9330 VANGUARD DRIVE #203 · ANCHORAGE, AK · 99507

Phone

(907) 346-8004

Industry

Wholesale Trade

Plan administrator