Sponsor portfolio
DIBARTOLOMEO, MCBEE, HARTLEY & B
EIN 65-0361148investment managementLatest filing 2024
Plans
1
Retirement
1
$3.2M assets
Welfare
0
Participants
16
2222 COLONIAL ROAD SUITE 200 - FT PIERCE, FL 34950772-461-8833LinkedIn1-10 employeesinvestment management
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 | DIBARTOLOMEO, MCBEE, HARTLEY & 401K PROFIT SHARING PLAN | 401k | $3.2M | 16 | 2024 |
Retirement plans