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  2. Bartholomew & Company, Inc.

Filings through Oct 24, 2026.

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Bartholomew & Company, Inc.

EIN 04-3237065-financial services-Latest filing 2025
Plans
1
Retirement
1
$14.6M assets
Health & Benefits
0
Participants
40
370 MAIN STREET, SUITE 1000 - WORCESTER, MA 01608508-753-8807bartandco.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$14.6M - 40 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BARTHOLOMEW & COMPANY, INC. 401(K) PLAN

401(k)

Assets$14.6M
Participants40
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BARTHOLOMEW & COMPANY, INC. 401(K) PLAN401(k)$14.6M402025
  • BARTHOLOMEW & COMPANY, INC. 401(K) PLAN$14.6M
    #001 · 401(k) · 202540
Retirement plans
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