# Bartlett Learning Center, INC. DC Plan
Source: https://planprovider.pro/companies/bartlett-learning-center-inc-plan

> Bartlett Learning Center, INC.'s DC plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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