Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BARTLETT, LLP
EIN 11-3091901law practiceLatest filing 2024
Plans
3
Retirement
3
$9.1M assets
Welfare
0
Participants
137
3 HUNTINGTON QUADRANGLE, SUITE 304S - MELVILLE, NY 11747516-877-2900bartlettllp.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $9.1M assets / 137 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BARTLETT, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$7.7M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
BARTLETT, LLP PROFIT SHARING PLAN
ProfitSharing
Assets$704K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BARTLETT, LLP CASH BALANCE PLAN
CashBalance
Assets$658K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BARTLETT, LLP 401(K) PROFIT SHARING PLAN | 401k | $7.7M | 76 | 2024 | |
| 004 | BARTLETT, LLP PROFIT SHARING PLAN | ProfitSharing | $704K | 36 | 2024 | |
| 003 | BARTLETT, LLP CASH BALANCE PLAN | CashBalance | $658K | 25 | 2024 |
Retirement plans