AUMdb

Bartlett & West, Inc. Employee Stock Ownership Plan

Sponsored by Bartlett & West, Inc. · EIN 480770612 · Plan #001

Total assets
$86.7M
Net assets
$86.7M
Active participants
477
With balances
485

Plan year beginning 01/01/2024 · Stock bonus

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).

No Schedule C on file for this plan year.