Civic Intelligence

Bartlett Investments Inc.

Plan context: BARTLETT INVESTMENTS, LLC 401(K) PLAN

EIN 74-2552094 • Austin, TX • 44 filings • 11 plans

2408 W. Anderson LaneAustin, TX 78757
Current Snapshot

Latest Year

2024

2024 Participants

35

2024 Assets

$1,545,636

2024 Contributions

$191,224

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,371,601$1,185,801$0200420142024YearValue
$1,545,636Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

57290199920122024YearValue
35Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024135$1,545,636$191,224$5,464iApproximate average salary by contribution assumption: employee only about $136,589 at 4% or $91,059 at 6%; with 50% employer match about $91,059 at 4% or $60,706 at 6%; with 100% employer match about $68,294 at 4% or $45,530 at 6%.
BARTLETT INVESTMENTS, LLC 401(K) PLAN-35$1,545,636$191,224$5,464iApproximate average salary by contribution assumption: employee only about $136,589 at 4% or $91,059 at 6%; with 50% employer match about $91,059 at 4% or $60,706 at 6%; with 100% employer match about $68,294 at 4% or $45,530 at 6%.
2023138$2,371,601$223,346$5,878iApproximate average salary by contribution assumption: employee only about $146,938 at 4% or $97,959 at 6%; with 50% employer match about $97,959 at 4% or $65,306 at 6%; with 100% employer match about $73,469 at 4% or $48,979 at 6%.
BARTLETT INVESTMENTS, LLC 401(K) PLAN-38$2,371,601$223,346$5,878iApproximate average salary by contribution assumption: employee only about $146,938 at 4% or $97,959 at 6%; with 50% employer match about $97,959 at 4% or $65,306 at 6%; with 100% employer match about $73,469 at 4% or $48,979 at 6%.
2022141$1,935,318$273,273$6,665iApproximate average salary by contribution assumption: employee only about $166,630 at 4% or $111,087 at 6%; with 50% employer match about $111,087 at 4% or $74,058 at 6%; with 100% employer match about $83,315 at 4% or $55,543 at 6%.
BARTLETT INVESTMENTS, INC. 401(K) PLAN-41$1,935,318$273,273$6,665iApproximate average salary by contribution assumption: employee only about $166,630 at 4% or $111,087 at 6%; with 50% employer match about $111,087 at 4% or $74,058 at 6%; with 100% employer match about $83,315 at 4% or $55,543 at 6%.
2021131$1,953,595$92,260$2,976iApproximate average salary by contribution assumption: employee only about $74,403 at 4% or $49,602 at 6%; with 50% employer match about $49,602 at 4% or $33,068 at 6%; with 100% employer match about $37,202 at 4% or $24,801 at 6%.
BARTLETT INVESTMENTS, INC. 401(K) PLAN-31$1,953,595$92,260$2,976iApproximate average salary by contribution assumption: employee only about $74,403 at 4% or $49,602 at 6%; with 50% employer match about $49,602 at 4% or $33,068 at 6%; with 100% employer match about $37,202 at 4% or $24,801 at 6%.
2020128$1,602,626$101,742$3,634iApproximate average salary by contribution assumption: employee only about $90,841 at 4% or $60,561 at 6%; with 50% employer match about $60,561 at 4% or $40,374 at 6%; with 100% employer match about $45,421 at 4% or $30,280 at 6%.
BARTLETT INVESTMENTS, INC. 401(K) PLAN-28$1,602,626$101,742$3,634iApproximate average salary by contribution assumption: employee only about $90,841 at 4% or $60,561 at 6%; with 50% employer match about $60,561 at 4% or $40,374 at 6%; with 100% employer match about $45,421 at 4% or $30,280 at 6%.
2019228$1,496,701$329,545$11,769iApproximate average salary by contribution assumption: employee only about $294,237 at 4% or $196,158 at 6%; with 50% employer match about $196,158 at 4% or $130,772 at 6%; with 100% employer match about $147,118 at 4% or $98,079 at 6%.
BARTLETT INVESTMENTS, INC. 401(K) PLAN-28$1,496,701$134,464$4,802iApproximate average salary by contribution assumption: employee only about $120,057 at 4% or $80,038 at 6%; with 50% employer match about $80,038 at 4% or $53,359 at 6%; with 100% employer match about $60,029 at 4% or $40,019 at 6%.
Bartlett Investments Inc---$195,081-
2018230$1,176,179$402,802$13,427iApproximate average salary by contribution assumption: employee only about $335,668 at 4% or $223,779 at 6%; with 50% employer match about $223,779 at 4% or $149,186 at 6%; with 100% employer match about $167,834 at 4% or $111,889 at 6%.
BARTLETT INVESTMENTS, INC. 401(K) PLAN-30$1,176,179$148,116$4,937iApproximate average salary by contribution assumption: employee only about $123,430 at 4% or $82,287 at 6%; with 50% employer match about $82,287 at 4% or $54,858 at 6%; with 100% employer match about $61,715 at 4% or $41,143 at 6%.
Bartlett Investments Inc-14-$254,686$18,192iApproximate average salary by contribution assumption: employee only about $454,796 at 4% or $303,198 at 6%; with 50% employer match about $303,198 at 4% or $202,132 at 6%; with 100% employer match about $227,398 at 4% or $151,599 at 6%.
2017329$1,148,519$356,144$12,281iApproximate average salary by contribution assumption: employee only about $307,021 at 4% or $204,680 at 6%; with 50% employer match about $204,680 at 4% or $136,454 at 6%; with 100% employer match about $153,510 at 4% or $102,340 at 6%.
BARTLETT INVESTMENTS, INC. 401(K) PLAN-29$1,148,519$129,444$4,464iApproximate average salary by contribution assumption: employee only about $111,590 at 4% or $74,393 at 6%; with 50% employer match about $74,393 at 4% or $49,595 at 6%; with 100% employer match about $55,795 at 4% or $37,197 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BARTLETT INVESTMENTS, INC.-0$0$34,224-
Bartlett Investments Inc-15-$192,476$12,832iApproximate average salary by contribution assumption: employee only about $320,793 at 4% or $213,862 at 6%; with 50% employer match about $213,862 at 4% or $142,575 at 6%; with 100% employer match about $160,397 at 4% or $106,931 at 6%.
2016225$928,640$271,913$10,877iApproximate average salary by contribution assumption: employee only about $271,913 at 4% or $181,275 at 6%; with 50% employer match about $181,275 at 4% or $120,850 at 6%; with 100% employer match about $135,957 at 4% or $90,638 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BARTLETT INVESTMENTS, INC.-25$928,640$114,134$4,565iApproximate average salary by contribution assumption: employee only about $114,134 at 4% or $76,089 at 6%; with 50% employer match about $76,089 at 4% or $50,726 at 6%; with 100% employer match about $57,067 at 4% or $38,045 at 6%.
Bartlett Investments Inc-18-$157,779$8,766iApproximate average salary by contribution assumption: employee only about $219,138 at 4% or $146,092 at 6%; with 50% employer match about $146,092 at 4% or $97,394 at 6%; with 100% employer match about $109,569 at 4% or $73,046 at 6%.
2015222$754,455$308,427$14,019iApproximate average salary by contribution assumption: employee only about $350,485 at 4% or $233,657 at 6%; with 50% employer match about $233,657 at 4% or $155,771 at 6%; with 100% employer match about $175,243 at 4% or $116,828 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BARTLETT INVESTMENTS-22$754,455$96,705$4,396iApproximate average salary by contribution assumption: employee only about $109,892 at 4% or $73,261 at 6%; with 50% employer match about $73,261 at 4% or $48,841 at 6%; with 100% employer match about $54,946 at 4% or $36,631 at 6%.
Bartlett Investments Inc-21-$211,722$10,082iApproximate average salary by contribution assumption: employee only about $252,050 at 4% or $168,033 at 6%; with 50% employer match about $168,033 at 4% or $112,022 at 6%; with 100% employer match about $126,025 at 4% or $84,017 at 6%.
2014219$688,339$268,724$14,143iApproximate average salary by contribution assumption: employee only about $353,584 at 4% or $235,723 at 6%; with 50% employer match about $235,723 at 4% or $157,149 at 6%; with 100% employer match about $176,792 at 4% or $117,861 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-19$688,339$80,943$4,260iApproximate average salary by contribution assumption: employee only about $106,504 at 4% or $71,003 at 6%; with 50% employer match about $71,003 at 4% or $47,335 at 6%; with 100% employer match about $53,252 at 4% or $35,501 at 6%.
Bartlett Investments Inc-18-$187,781$10,432iApproximate average salary by contribution assumption: employee only about $260,807 at 4% or $173,871 at 6%; with 50% employer match about $173,871 at 4% or $115,914 at 6%; with 100% employer match about $130,403 at 4% or $86,936 at 6%.
2013219$649,111$245,971$12,946iApproximate average salary by contribution assumption: employee only about $323,646 at 4% or $215,764 at 6%; with 50% employer match about $215,764 at 4% or $143,843 at 6%; with 100% employer match about $161,823 at 4% or $107,882 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-19$649,111$75,997$4,000iApproximate average salary by contribution assumption: employee only about $99,996 at 4% or $66,664 at 6%; with 50% employer match about $66,664 at 4% or $44,443 at 6%; with 100% employer match about $49,998 at 4% or $33,332 at 6%.
Bartlett Investments Inc-16-$169,974$10,623iApproximate average salary by contribution assumption: employee only about $265,584 at 4% or $177,056 at 6%; with 50% employer match about $177,056 at 4% or $118,038 at 6%; with 100% employer match about $132,792 at 4% or $88,528 at 6%.
2012316$526,545$250,880$15,680iApproximate average salary by contribution assumption: employee only about $392,000 at 4% or $261,333 at 6%; with 50% employer match about $261,333 at 4% or $174,222 at 6%; with 100% employer match about $196,000 at 4% or $130,667 at 6%.
BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-16$526,545$9,974$623iApproximate average salary by contribution assumption: employee only about $15,584 at 4% or $10,390 at 6%; with 50% employer match about $10,390 at 4% or $6,926 at 6%; with 100% employer match about $7,792 at 4% or $5,195 at 6%.
Bartlett Investments Inc. 401(K) Plan-0-$50,782-
Bartlett Investments Inc-12-$190,124$15,844iApproximate average salary by contribution assumption: employee only about $396,092 at 4% or $264,061 at 6%; with 50% employer match about $264,061 at 4% or $176,041 at 6%; with 100% employer match about $198,046 at 4% or $132,031 at 6%.
2011254$395,066$153,746$2,847iApproximate average salary by contribution assumption: employee only about $71,179 at 4% or $47,452 at 6%; with 50% employer match about $47,452 at 4% or $31,635 at 6%; with 100% employer match about $35,589 at 4% or $23,726 at 6%.
Bartlett Investments Inc. 401(K) Plan-54$395,066$20,790$385iApproximate average salary by contribution assumption: employee only about $9,625 at 4% or $6,417 at 6%; with 50% employer match about $6,417 at 4% or $4,278 at 6%; with 100% employer match about $4,813 at 4% or $3,208 at 6%.
Bartlett Investments Inc-17-$132,956$7,821iApproximate average salary by contribution assumption: employee only about $195,524 at 4% or $130,349 at 6%; with 50% employer match about $130,349 at 4% or $86,899 at 6%; with 100% employer match about $97,762 at 4% or $65,175 at 6%.
2010257$458,596$165,145$2,897iApproximate average salary by contribution assumption: employee only about $72,432 at 4% or $48,288 at 6%; with 50% employer match about $48,288 at 4% or $32,192 at 6%; with 100% employer match about $36,216 at 4% or $24,144 at 6%.
Bartlett Investments Inc. 401(K) Plan-57$458,596$55,354$971iApproximate average salary by contribution assumption: employee only about $24,278 at 4% or $16,185 at 6%; with 50% employer match about $16,185 at 4% or $10,790 at 6%; with 100% employer match about $12,139 at 4% or $8,093 at 6%.
Bartlett Investments Inc-16-$109,791$6,862iApproximate average salary by contribution assumption: employee only about $171,548 at 4% or $114,366 at 6%; with 50% employer match about $114,366 at 4% or $76,244 at 6%; with 100% employer match about $85,774 at 4% or $57,183 at 6%.
2009355$369,135$196,671$3,576iApproximate average salary by contribution assumption: employee only about $89,396 at 4% or $59,597 at 6%; with 50% employer match about $59,597 at 4% or $39,732 at 6%; with 100% employer match about $44,698 at 4% or $29,799 at 6%.
Bartlett Investments Inc. 401(K) Plan-55$369,135$64,898$1,180iApproximate average salary by contribution assumption: employee only about $29,499 at 4% or $19,666 at 6%; with 50% employer match about $19,666 at 4% or $13,111 at 6%; with 100% employer match about $14,750 at 4% or $9,833 at 6%.
Bartlett Investments Inc-----
Bartlett Investments Inc-19-$131,773$6,935iApproximate average salary by contribution assumption: employee only about $173,386 at 4% or $115,590 at 6%; with 50% employer match about $115,590 at 4% or $77,060 at 6%; with 100% employer match about $86,693 at 4% or $57,795 at 6%.
2008150$254,160$78,893$1,578iApproximate average salary by contribution assumption: employee only about $39,447 at 4% or $26,298 at 6%; with 50% employer match about $26,298 at 4% or $17,532 at 6%; with 100% employer match about $19,723 at 4% or $13,149 at 6%.
Bartlett Investments Inc. 401(K) Plan-50$254,160$78,893$1,578iApproximate average salary by contribution assumption: employee only about $39,447 at 4% or $26,298 at 6%; with 50% employer match about $26,298 at 4% or $17,532 at 6%; with 100% employer match about $19,723 at 4% or $13,149 at 6%.
2007244$255,158$72,256$1,642iApproximate average salary by contribution assumption: employee only about $41,055 at 4% or $27,370 at 6%; with 50% employer match about $27,370 at 4% or $18,246 at 6%; with 100% employer match about $20,527 at 4% or $13,685 at 6%.
Bartlett Investments Inc. 401(K) Plan-44$255,158$72,256$1,642iApproximate average salary by contribution assumption: employee only about $41,055 at 4% or $27,370 at 6%; with 50% employer match about $27,370 at 4% or $18,246 at 6%; with 100% employer match about $20,527 at 4% or $13,685 at 6%.
Bartlett Investments Inc-19---
2006248$171,783$70,970$1,479iApproximate average salary by contribution assumption: employee only about $36,964 at 4% or $24,642 at 6%; with 50% employer match about $24,642 at 4% or $16,428 at 6%; with 100% employer match about $18,482 at 4% or $12,321 at 6%.
Bartlett Investments Inc. 401(K) Plan-48$171,783$70,970$1,479iApproximate average salary by contribution assumption: employee only about $36,964 at 4% or $24,642 at 6%; with 50% employer match about $24,642 at 4% or $16,428 at 6%; with 100% employer match about $18,482 at 4% or $12,321 at 6%.
Bartlett Investments Inc-18---
2005254$133,769$60,704$1,124iApproximate average salary by contribution assumption: employee only about $28,104 at 4% or $18,736 at 6%; with 50% employer match about $18,736 at 4% or $12,491 at 6%; with 100% employer match about $14,052 at 4% or $9,368 at 6%.
Bartlett Investments Inc. 401(K) Plan-54$133,769$60,704$1,124iApproximate average salary by contribution assumption: employee only about $28,104 at 4% or $18,736 at 6%; with 50% employer match about $18,736 at 4% or $12,491 at 6%; with 100% employer match about $14,052 at 4% or $9,368 at 6%.
Bartlett Investments Inc-20---
2004216$66,124$195,059$12,191iApproximate average salary by contribution assumption: employee only about $304,780 at 4% or $203,186 at 6%; with 50% employer match about $203,186 at 4% or $135,458 at 6%; with 100% employer match about $152,390 at 4% or $101,593 at 6%.
Bartlett Investments Inc. 401(K) Plan-10$66,124$62,895$6,290iApproximate average salary by contribution assumption: employee only about $157,238 at 4% or $104,825 at 6%; with 50% employer match about $104,825 at 4% or $69,883 at 6%; with 100% employer match about $78,619 at 4% or $52,413 at 6%.
Bartlett Investments Inc-16-$132,164$8,260iApproximate average salary by contribution assumption: employee only about $206,506 at 4% or $137,671 at 6%; with 50% employer match about $137,671 at 4% or $91,781 at 6%; with 100% employer match about $103,253 at 4% or $68,835 at 6%.
2003120$0$0-
Bartlett Investments Inc-20---
2002123$0$0-
Bartlett Investments Inc-23---
2001123$0$0-
Bartlett Investments Inc-23---
2000124$0$0-
Bartlett Investments Inc-24---
1999121$0$89,246$4,250iApproximate average salary by contribution assumption: employee only about $106,245 at 4% or $70,830 at 6%; with 50% employer match about $70,830 at 4% or $47,220 at 6%; with 100% employer match about $53,123 at 4% or $35,415 at 6%.
Bartlett Investments Inc-21-$89,246$4,250iApproximate average salary by contribution assumption: employee only about $106,245 at 4% or $70,830 at 6%; with 50% employer match about $70,830 at 4% or $47,220 at 6%; with 100% employer match about $53,123 at 4% or $35,415 at 6%.