How big is Robert M. Barta a Law Corporation DBA Barta TATE's plan?

Robert M. Barta a Law Corporation DBA Barta TATE's plan reported $7.0M in assets and 3 participants for 2024.

Original filing (PDF)20250829094639NAL0006126947001

Robert M. Barta a Law Corporation DBA Barta TATE

Name: Robert M. Barta a Law Corporation DBA Barta TATE — Form 5500 Plan 001 (2024)
Creator: Robert M. Barta a Law Corporation DBA Barta TATE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert M. Barta a Law Corporation DBA Barta TATE 401(k) Profit Sharing Plan

Defined-contribution retirement plan · Robert M. Barta a Law Corporation DBA Barta TATE's Robert M. Barta a Law Corporation DBA Barta TATE 401(k) Profit Sharing Plan held $7.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

Robert M. Barta a Law Corporation DBA Barta TATE's EIN is 95-4044360.

EIN 95-4044360

Plan number 001

Plan year 2024

ACK ID 20250829094639NAL0006126947001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert M. Barta a Law Corporation DBA Barta TATE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert M. Barta a Law Corporation DBA Barta TATE's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT M. BARTA A LAW CORPORATION DBA BARTA TATE.

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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