Sponsor portfolio

BARTLETT & CO. WEALTH MANAGEMENT LLC

EIN 82-3939580investment managementLatest filing 2025

Plans

Retirement

$50.8M assets

Welfare

Participants

100

600 VINE STREET, SUITE 2100 - CINCINNATI, OH 45202513-621-4612bartlett1898.comLinkedIn51-200 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$50.8M - 100 part

Plan deep-dives

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Retirement#001

BARTLETT & CO. WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

401k

Assets$50.8M

Participants100

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	BARTLETT & CO. WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN	401k	$50.8M	100	2025

Retirement plans