The Bartoloni Law Group, PC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Bartoloni Law Group, PC
  • Sponsor EIN: 931155598
  • Sponsor Address: 805 SW BROADWAY STE 1500, PORTLAND, OR, 97205
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $500,810

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$500,810$0$0
20231$480,854$0$0
20221$435,277$0$0

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