Plan Snapshot
- Plan Sponsor: Bt Americas Holdings INC.
- Sponsor EIN: 202458368
- Sponsor Address: 8951 CYPRESS WATERS BLVD SUITE 200, DALLAS, TX, 75019
- Plan Type: 401(k)
- Total Participants: 648
- Total Assets: $652.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 648 | $652.2M | $3.8M | $10.5M |
| 2023 | 731 | $645.0M | $4.3M | $11.2M |
| 2022 | 856 | $602.9M | $4.9M | $12.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $334,721 | $142,532 | — | — | — |
| 2023 | $260,148 | $89,096 | $171,052 | — | — |
| 2022 | $378,571 | $105,293 | $250,487 | — | $20,492 |