# Bart & Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/bart-associates-llc-401k-plan

> Bart & Associates, LLC's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bart & Associates, LLC

- **Sponsor EIN:** 526383142

- **Sponsor Address:** 8300 GREENSBORO DRIVE,, MCLEAN, VA, 22102

- **Plan Type:** 401(k)

- **Total Participants:** 152

- **Total Assets:** $20.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|152|$20.5M|$273,962|$1.4M|

| 2023|162|$24.0M|$203,287|$1.1M|

| 2022|105|$15.7M|$152,330|$849,494|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| THE CAPITAL GROUP INVESTMENT|INVESTMENT ADVISOR|$32,027|—|$32,027|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $32,027

- **Estimated Expense Ratio:** 0.156% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$73,085|$32,027|$5,558|—|—|

| 2023|$64,146|$22,388|$40,758|—|—|

| 2022|$66,268|$1,700|$64,068|—|—|

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