Sponsor portfolio
BARTHLE & ASSOCIATES TAX AND ACCOUNTING ADVISORS, INC.
EIN 20-3637008Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$33K assets
Welfare
0
Participants
1
57 UNION ST. SOUTH, #1070 - CONCORD, NC 28025561-615-1898
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARTHLE TAX & ACCOUNTING 401(K) PLAN | 401k | $33K | 1 | 2025 |
Retirement plans