# Btas, INC. 401(k) Plan
Source: https://planprovider.pro/companies/btas-inc-401k-plan

> Btas, INC.'s 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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