The F.a. Bartlett Tree Expert Co. 401(k) Plan: Login, Facts & Contact Information
The F.a. Bartlett Tree Expert Co. 401(k) Login
517 former The F.a. Bartlett Tree Expert Co. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
The F.a. Bartlett Tree Expert Co. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 19, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $13.8 million went into the plan in contributions, $1.75 million of it from the employer (13%).
- $15.5 million was paid out to participants.
- Investment and other income added $32.1 million.
- Administrative expenses were $81,047, about $43 per account.
How the The F.a. Bartlett Tree Expert Co. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,777 | $112.6 million | $977,229 | $8.26 million |
| 2020 | 1,973 | $137.3 million | $982,564 | $10.7 million |
| 2021 | 2,370 | $161.5 million | $1.23 million | $10.1 million |
| 2022 | 2,529 | $136.1 million | $1.35 million | $4.83 million |
| 2023 | 2,845 | $171.2 million | $1.53 million | $9.15 million |
| 2024 | 3,046 | $201.4 million | $1.75 million | $15.5 million |
The F.a. Bartlett Tree Expert Co. 401(k) Contact Information
Questions about the The F.a. Bartlett Tree Expert Co. 401(k)
Does The F.a. Bartlett Tree Expert Co contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.75 million, 13% of all contributions.
Does the The F.a. Bartlett Tree Expert Co 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the The F.a. Bartlett Tree Expert Co 401(k) plan?
3,046 participants at the start of plan year 2024, 2,907 of them active employees, and 517 former employees who still had money in the plan.
What is the average 401(k) balance at The F.a. Bartlett Tree Expert Co?
About $107,432 per account: $201.4 million in plan assets across 1,875 accounts with a balance at the end of plan year 2024.
Who manages the The F.a. Bartlett Tree Expert Co 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at The F.a. Bartlett Tree Expert Co. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.