How big is Bartlein Group, Inc.'s plan?

Bartlein Group, Inc.'s plan reported $2.4M in assets and 28 participants for 2024.

Original filing (PDF)20251014141347NAL0001482755003

Bartlein Group, Inc.

Name: Bartlein Group, Inc. — Bartlein Group, Inc. 401(k), Form 5500 (2024)
Creator: Bartlein Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bartlein Group, Inc. 401(k) Plan

401(k) retirement plan · Bartlein Group, Inc.'s Bartlein Group, Inc. 401(k) Plan held $2.4M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Bartlein Group, Inc.'s EIN is 95-3611054.

EIN 95-3611054

Plan number 001

Plan year 2024

ACK ID 20251014141347NAL0001482755003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bartlein Group, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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Plan health score

Above-average plan

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