Bartlett and Company, LP 401(k) plans
2 retirement plans filed by Bartlett and Company, LP from 2017 to 2021: 2 moved their money into another plan.
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Its plans
Bartlett and Company Profit Sharing Plan
401(k) · filed 2017 to 2021 · up to 749 people · employer ID 45-4985878, plan 002
In 2018, its money moved into the Alaris Capital 401(k) Investment Plan.
Records then: Fidelity, per the 2019 report.
Bartlett and Company 401(k) Investment Plan
401(k) · filed 2017 to 2019 · up to 746 people · employer ID 45-4985878, plan 003
In 2018, its money moved into the Alaris Capital 401(k) Investment Plan.
Records then: Fidelity, per the 2019 report.
Questions
What happened to Bartlett and Company, LP's older plans?
The Bartlett and Company Profit Sharing Plan: In 2018, its money moved into the Alaris Capital 401(k) Investment Plan. The Bartlett and Company 401(k) Investment Plan: In 2018, its money moved into the Alaris Capital 401(k) Investment Plan. Accounts move with the money, so ask the plan that received it.
What kinds of retirement plans did Bartlett and Company, LP have?
Its filings show 401(k) plans, filed 2017 to 2021.
Sources: 8 annual reports filed with the U.S. Department of Labor (Form 5500), 2017 to 2021; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 45-4985878. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Bartlett and Company, LP or the government.