# Bartlett Rochester & Distribution 401(k) Plan
Source: https://planprovider.pro/companies/bartlett-rochester-distribution-401k-plan

> Bartlett Rochester & Distribution's 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bartlett Rochester & Distribution

- **Sponsor EIN:** 743168509

- **Sponsor Address:** 90-04 161ST STREET, SUITE 609, JAMAICA, NY, 11432

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

- **Total Participants:** 141

- **Total Assets:** $2.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|141|$2.5M|$175,952|$172,764|

| 2023|126|$2.1M|$144,432|$169,058|

| 2022|95|$1.6M|$151,576|$150,514|

## 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|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## 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|$4,027|—|—|—|—|

| 2023|$2,364|—|—|—|—|

| 2022|$2,700|$2,700|—|—|—|

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