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Bartlett and Company 401(k) Investment Plan
Bartlett and Company, LP, Kansas City MO. Employer ID 454985878, plan number 003. Annual reports on file for 2017 to 2019.
Where the money went
Plans that moved money into this one:
- 2017: money from Bartlett and Company 401(k) Investment Plan moved in.
- Filed 2017-2019Bartlett and Company 401(k) Investment Plan, Bartlett and Company, LP
- EndedBartlett and Company 401(k) Investment Plan ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.
Records are kept by Fidelity Investments Institutional, per the 2019 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2019: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2019: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.