Bartolotta Management Group 401(k) Plan
Sponsored by Bartolotta Management Group, Inc. · EIN 364664228 · Plan #001
- Total assets
- $3.0M
- Net assets
- $3.0M
- Active participants
- 623
- With balances
- 113
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 |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $15,494 |
| Spectrum Investment Advisors, Inc | Investment advisory (plan), Direct payment from the plan | $14,625 |