Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BARTON ASSOCIATES, INC.
EIN 23-1705429information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$26.3M assets
Welfare
0
Participants
208
SUSQUEHANNA COMMERCE CENTER, 221 WEST PHILADELPHIA ST - YORK, PA 17401717-845-7654ba-inc.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $26.3M assets / 208 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
BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
401k
Assets$15.4M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$10.9M
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BARTON ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | 401k | $15.4M | 113 | 2025 | |
| 003 | BARTON ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.9M | 95 | 2025 |
Retirement plans