How big is Bartlett Economic Consulting, LLC's plan?

Bartlett Economic Consulting, LLC's plan reported $93K in assets and 6 participants for 2024.

Original filing (PDF)20250402165800NAL0013853968001

Bartlett Economic Consulting, LLC

Name: Bartlett Economic Consulting, LLC — Bartlett Economi, Form 5500 (2024)
Creator: Bartlett Economic Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartlett Economic Consulting 401(k)

401(k) retirement plan · Bartlett Economic Consulting, LLC's Bartlett Economic Consulting 401(k) held $93K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

People on this filing

Wendi Newton signed Bartlett Economic Consulting, LLC's 2024 Form 5500 as plan administrator.

Wendi Newton — 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

Bartlett Economic Consulting, LLC's EIN is 92-3154393.

EIN 92-3154393

Plan number 001

Plan year 2024

ACK ID 20250402165800NAL0013853968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bartlett Economic Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bartlett Economic Consulting, 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 BARTLETT ECONOMIC CONSULTING, 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