P 401(k) Plan Report

Stable plan record

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

Sponsored by BARTLETT & CO. WEALTH MANAGEMENT LLC · EIN/PN 823939580-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$18,147
Administrative cost per participant
2025
$36
Active participants
2025
84
Total plan assets
2025
$50,775,902
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260722150050NAL000969307500184$18,147
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.