Bartlett Learning Center, Inc. Defined Contribution Retirement Plan
Sponsored by Bartlett Learning Center, Inc. · EIN 362778655 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 105
- With balances
- 261
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mutual Of America Sec. Corp Llc | Recordkeeping, Participant loan processing, Other services | $828 |
| Wilshire Associates Inc. | Named fiduciary | $27 |