Original filing (PDF)20251014141347NAL0001482755003

BARTLEIN GROUP, INC.

Name: BARTLEIN GROUP, INC. — BARTLEIN GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: BARTLEIN GROUP, INC.

Form 5500-SF

FILING_RECEIVED

BARTLEIN GROUP, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARTLEIN GROUP, INC..

Plan sponsor

Name

BARTLEIN GROUP, INC.

DBA

BARTLEIN & COMPANY, INC.

EIN

95-3611054

Address

1085 ESTRELLA DRIVE · SANTA BARBARA, CA · 93110

Phone

(805) 569-1121

Industry

Real Estatesee all

Plan administrator

Name

SANTA BARBARA PENSION CONSULTANTS, INC.

EIN

77-0307834

City

SANTA BARBARA, CA

Phone

(805) 568-3814

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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