The Bartley Corporation Savings Plan
Sponsored by The Bartley Corporation · EIN 520911834 · Plan #003
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 157
- With balances
- 145
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Invest Inst Ops Co, Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $25,518 |
| Global Retirement Partners, Llc | Investment advisory (plan) | $15,481 |