Bartlett & West, Inc. 401(k) Profit Sharing Plan
Sponsored by Bartlett & West, Inc. · EIN 480770612 · Plan #002
- Total assets
- $55.6M
- Net assets
- $55.6M
- Active participants
- 480
- With balances
- 548
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 |
|---|---|---|
| Two West Capital Advisors Llc CRD 154543 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Two West Capital Advisor Llc | Investment advisory (plan) | $57,528 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $52,917 |
| Ssc Cpas, P.A. | Accounting | $12,861 |