Plan Snapshot
- Plan Sponsor: Btas, INC.
- Sponsor EIN: 311431073
- Sponsor Address: 4391 DAYTON-XENIA ROAD, BEAVERCREEK, OH, 45432
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 73 | $13.0M | $169,744 | $629,089 |
| 2023 | 71 | $12.5M | $178,921 | $705,088 |
| 2022 | 93 | $12.1M | $144,887 | $560,714 |
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 |
|---|---|---|---|---|
| DUVALL & ASSOCIATES, INC. | Auditor | $2,848 | — | $2,848 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,848
- Estimated Expense Ratio: 0.022% of plan assets
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 | $2,816 | — | $1,200 | $2,848 | — |
| 2023 | $1,799 | — | — | $7,744 | — |
| 2022 | $4,391 | — | — | — | — |