Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $29.3M assets / 123 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BARTLETT BRAINARD EACOTT, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $15.8M | 79 | 2025 |
| #003 | BARTLETT BRAINARD EACOTT, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $13.5M | 44 | 2025 |