Plan Snapshot
- Plan Sponsor: Bartlett Learning Center, INC.
- Sponsor EIN: 362778655
- Sponsor Address: 125 E SEMINARY AVE, WHEATON, IL, 60187
- Plan Type: DC
- Total Participants: 105
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 105 | $3.9M | $117,728 | $69,081 |
| 2023 | 159 | $3.9M | $108,212 | $77,519 |
| 2022 | 153 | $3.4M | $97,088 | $48,278 |
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 |
|---|---|---|---|---|
| MATHIESON, MOYSKI, AUSTIN & CO., LL | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,550 | — | — | — | — |
| 2023 | $1,046 | — | $1,046 | — | — |
| 2022 | $1,020 | — | $1,020 | — | — |