Filings through Sep 24, 2026.

Retirement plan

Bartlit Beck LLP 401(k) Plan and Trust

Name: BARTLIT BECK LLP - BARTLIT BECK LLP 401(K) PLAN AND TRUST (2024) Form 5500
Creator: BARTLIT BECK LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARTLIT BECK LLP 401(K) PLAN AND TRUST, BARTLIT BECK LLP

Bartlit Beck LLPEIN 36-3909157Plan #001PY 2024

54 W. HUBBARD STREET, SUITE 300 - CHICAGO, IL 60654312-494-4400bartlitbeck.comLinkedIn51-200 employeeslaw practice

Other plans on this EIN

1 filing

#002Retirement-$29.9M assets

Prospect flagsHigh feesHigh assets / participantFew collective trustsFund lineup: 21 funds, $95.1M

How to read this page

Total assets (EOY)

$99.7M

+14.4% from 2023

Total participants

204

+4.1% from 2023

Average account balance

$490,903

+7.6% from 2023

Annual return

17.77%

-2.58 pp from 2023

Benchmarks

See 6,297 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,297 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH8 years Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 50 1033 SKOKIE BLVD. · NORTHBROOK, IL 60062	Direct Payment	$93,379
HOWARD SIMON & ASSOCIATES, INC.10+ years Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015	Recordkeeping	$80,526
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 50 · EIN 82-3967259	Direct Payment	$9,274
CHARLES SCHWAB & CO., INC.7 years Service code 51 · EIN 94-1737782	Investment Mgmt Fees	$0

Fund lineup

CSV with Pro

21 funds of $250K or more; 25 lines in all, holding $95.1M of the plan's $99.7M. From the 2024 filing. Recordkeeper: Howard Simon & Associates.

In collective trusts0%median 0% for plans of $50M to $250M (10,699 plans)

In index funds41%median 25% for plans of $50M to $250M (10,699 plans)

In the main target-date series0%median 36% for plans of $50M to $250M (10,699 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$28.1M	29.6%
MFS Growth Fund R6 MFS (Sun Life) · Mutual fund	MFS (Sun Life)	Mutual fund	$16.8M	17.6%
American Balanced Fund Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$12.9M	13.6%
JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund	JPMorgan	Mutual fund	$7.0M	7.4%
Eupac Fund Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$4.2M	4.4%
Vanguard Ftse All-World ex-US Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$3.3M	3.4%
JPMorgan Mid Cap Value Fund Class I JPMorgan · Mutual fund	JPMorgan	Mutual fund	$3.2M	3.4%
Capital Income Builder Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$2.9M	3.0%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.5M	2.7%
Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$2.5M	2.6%

See the other 15 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2T3B3D3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$183K

$1090 / participant

Recordkeeping$81K44.0%
Trustee / custodial$9K5.1%
Investment mgmt$93K51.0%

% of EOY assets

0.184%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: DHJJ LTD
Auditor EIN: 363029663
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH8 years

Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI

Service code 50

1033 SKOKIE BLVD. · NORTHBROOK, IL 60062

Direct Payment

$93,379

HOWARD SIMON & ASSOCIATES, INC.10+ years

Service code 15

304 SAUNDERS ROAD · RIVERWOODS, IL 60015

Recordkeeping

$80,526

CHARLES SCHWAB & CO., INC.5 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 50 · EIN 82-3967259

Direct Payment

$9,274

CHARLES SCHWAB & CO., INC.7 years

Service code 51 · EIN 94-1737782

Investment Mgmt Fees

Fund

Dollars

% of funds%

Vanguard Institutional Index Fund Institutional Shares

Vanguard · Mutual fund

Index

$28.1M

29.6%

MFS Growth Fund R6

MFS (Sun Life) · Mutual fund

$16.8M

17.6%

American Balanced Fund Class R-6

Capital Group · Mutual fund

$12.9M

13.6%

JPMorgan Mid Cap Growth Fund Class R6

JPMorgan · Mutual fund

$7.0M

7.4%

Eupac Fund Class R-6

Capital Group · Mutual fund

$4.2M

4.4%

Vanguard Ftse All-World ex-US Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$3.3M

3.4%

JPMorgan Mid Cap Value Fund Class I

JPMorgan · Mutual fund

$3.2M

3.4%

Capital Income Builder Class R-6

Capital Group · Mutual fund

$2.9M

3.0%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$2.5M

2.7%

Vanguard Small-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$2.5M

2.6%

Bartlit Beck LLP 401(k) Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Bartlit Beck LLP 401(k) Plan and Trust

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion