# Bartolotta Management Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bartolotta-management-group-inc-401k-plan

> Bartolotta Management Group, INC.'s 401(k) plan: 623 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bartolotta Management Group, INC.

- **Sponsor EIN:** 364664228

- **Sponsor Address:** 234 W. FLORIDA STREET, MILWAUKEE, WI, 53204

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

- **Total Participants:** 623

- **Total Assets:** $3.0M

## 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|623|$3.0M|$1,310|$186,496|

| 2023|360|$2.7M|$0|$173,558|

| 2022|444|$2.4M|$0|$257,378|

## 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|

| CPI QUALIFIED PLAN CONSULTANTS, INC|NONE|$15,494|—|$15,494|

| SPECTRUM INVESTMENT ADVISORS, INC|NONE|$14,625|—|$14,625|

| QUANDT BERNDT & COMPANY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CPI QUALIFIED PLAN CONSULTANTS, INC](https://planprovider.pro/provider/trustage) — NONE

- [QUANDT BERNDT & COMPANY LLC](https://planprovider.pro/provider/quandt-berndt-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,119

- **Estimated Expense Ratio:** 1.001% 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|$30,119|$14,625|$4,833|—|—|

| 2023|$35,887|$12,924|$8,556|—|—|

| 2022|$33,089|$12,544|$20,545|—|—|

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