Bartlett Investments, Inc.

Form 5500

BARTLETT INVESTMENTS, INC.

2408 W. Anderson Lane, Austin, Tx 78757 (512) 762-5184 EIN:74-2552094 Plan Admin:Retirement Plan Fiduciaries, Llc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameBARTLETT INVESTMENTS, INC. 401(K) PLAN Plan #004 Participants BOY/EOY66 / 68 Assets BOY/EOY$1,953,595 / $1,935,318	2022	BARTLETT INVESTMENTS, INC. 401(K) PLAN - Plan #004	66 / 68	$1,953,595 / $1,935,318
2021	Plan NameBARTLETT INVESTMENTS, INC. 401(K) PLAN Plan #004 Participants BOY/EOY56 / 66 Assets BOY/EOY$1,602,626 / $1,953,595	2021	BARTLETT INVESTMENTS, INC. 401(K) PLAN - Plan #004	56 / 66	$1,602,626 / $1,953,595
2020	Plan NameBARTLETT INVESTMENTS, INC. 401(K) PLAN Plan #004 Participants BOY/EOY70 / 56 Assets BOY/EOY$1,496,701 / $1,602,626	2020	BARTLETT INVESTMENTS, INC. 401(K) PLAN - Plan #004	70 / 56	$1,496,701 / $1,602,626
2019	Plan NameBARTLETT INVESTMENTS, INC. 401(K) PLAN Plan #004 Participants BOY/EOY76 / 70 Assets BOY/EOY$1,176,179 / $1,496,701	2019	BARTLETT INVESTMENTS, INC. 401(K) PLAN - Plan #004	76 / 70	$1,176,179 / $1,496,701
2019	Plan NameBARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN Plan #501 Participants BOY/EOY14 / 0 Assets BOY/EOY$0 / $0	2019	BARTLETT INVESTMENTS, INC. EMPLOYEE BENEFIT PLAN - Plan #501	14 / 0	$0 / $0